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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| MT | RA | APPROVED | 2018-01-18 |
Branch Locations
1321 8Th Ave N Ste 105, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Great Falls | MT | 05/2011 | Present |
| Principal Securities Inc | Great Falls | MT | 05/2011 | Present |
| Union Financial Inc | Great Falls | MT | 05/2015 | 04/2017 |
**OUTSIDE INSURANCE, BROKER-GROUP/INDIVIDUAL MEDICAL, 2/19/13. **Fixed Insurance; Investment Related; 100 1st Ave N, Suite 1, Great Falls, MT 59401; Agent; Life, Annuities, LTC, DI Medicare Supplement, Group Benefits; Start Date: 08/01/2018; 2 hrs per month; 2 during trading hours. **GOLDEN TRIANGLE SPORTING DOG CLUB POSITION: Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 02/10/2024 ADDRESS: PO BOX 3591, Great Falls MT 59403-3591, United States DESCRIPTION: I will be the director of organizing events like training clinics or field trials. **GOLDEN TRIANGLE SPORTING DOG CLUB/SECRETARY POSITION: Secretary NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: PO Box 3591, Great Falls MT 59403-3591, United States DESCRIPTION: I will be the secretary on the board for our local dog club. My main duties are to keep notes and records of the meetings and agendas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-13 |
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