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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-09-07 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Wayne | PA | 08/2015 | Present |
| Principal Securities Inc | Wayne | PA | 03/2016 | Present |
**Fixed Insurance; Life, DI, LTC, Annuities, Group, Health; 05/24/16 **LLC FOR BUSINESS EXPENSES POSITION: Dwyer Wealth Management LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/16/2024 ADDRESS: 550 E. Swedesford Road, Suite 240, Wayne PA 19087, United States DESCRIPTION: We established an LLC for our team under Dwyer Wealth Management LLC. Timothy Dwyer, Brendan Dwyer, and I are equal partners of the LLC. We will be using the LLC for business expenses such as taxes, payroll, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-29 |
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