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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-03 |
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 | 06/2021 | Present |
| Principal Securities Inc | Houston | TX | 06/2021 | Present |
| Principal Financial | Houston | TX | 11/2020 | 06/2021 |
| Waste Connections | The Woodlands | TX | 10/2018 | 11/2020 |
| Ey | Houston | TX | 06/2015 | 10/2018 |
| Watson Wealth Management | Houston | TX | 09/2022 | Present |
INSURANCE POSITION: Partner NATURE: Financial planning, life insurance and disability, annuities, INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2023 ADDRESS: 1900 W Loop S Suite 650A, Houston TX 77027, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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