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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-25 |
Branch Locations
3833 S Texas Ave Ste 123, Bryan, TX 77802 • United States
1900 West Loop S Ste 650A, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Houston | TX | 10/2016 | Present |
| Principal Securities Inc | Houston | TX | 10/2016 | Present |
| Ey | Houston | TX | 09/2014 | 10/2016 |
| Watson Wealth Management | Houston | TX | 02/2017 | Present |
| Union Financial, Inc. | Houston | TX | 08/2021 | 04/2022 |
**Fixed insurance, Annuities, LTC, Life, Group Benefits, Health, DI, 2/9/17. **Watson Wealth Management LLC; Not Investment Related; Houston, TX; Owner; LLC for DBA; Start Date: 01/31/2017; 50 hrs per month; 50 during trading hours. **COLLEGE STATION ROTARY POSITION: Secretary NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 1101 Texas Ave, College Station TX 77840, United States DESCRIPTION: Title: Secretary. Role: Attend Board meetings and Rotary events. Responsibility: Take attendance and board meeting notes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
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