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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-08 |
| PA | RA | APPROVED | 2016-12-02 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advisors Of Delaware Valley | Wayne | PA | 10/2017 | Present |
| Principal Securities Inc | Wayne | PA | 03/2016 | Present |
| Principal Life Insurance Company | Wayne | PA | 07/2021 | Present |
**Fixed Insurance, 550 E Swedesford Rd, Suite 140, Wayne, PA 19087, Life, DI, LTC, Annuities, Group Non-Med, Health, 09/29/17, Investment Related: Y, Hours Per Month: 30. **JIM MURRAY & MEGHAN HOUCK POSITION: N/A NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 550 E Swedesford Rd, Wayne PA 19010, United States DESCRIPTION: This is not an LLC but an LLP. Expense sharing partnership between myself, Meghan Houck and Jim Murray. which is also the team agreement for Principal. **BRYN MAWR ROTARY CLUB POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 06/25/2025 ADDRESS: 296 S Roberts Rd, Bryn Mawr PA 19010, United States DESCRIPTION: I have been asked to be president of the Bryn Mawr Rotary club for this year beginning formally today, 6/25/2025 and serving for a year. In the role I will chair weekly meetings, attempt to increase the membership and facilitate our community service projects. No compensation, no handling of funds, no investments to oversee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
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