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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| IA | RA | APPROVED | 2014-02-10 |
Branch Locations
1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Hiawatha | IA | 08/2012 | Present |
| Castle Financial Services Inc | Coralville | IA | 08/2014 | 05/2018 |
| Principal Securities Inc | Hiawatha | IA | 03/2016 | Present |
| Feller & Associates | Coralville | IA | 05/2018 | 02/2021 |
| Cornerstone Wealth Advisors | Hiawatha | IA | 02/2026 | Present |
**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, 10/24/14. **OUTSIDE INSURANCE, SELLING MEDICARE SUPPLEMENTS THROUGH VARIOUS CARRIERS, 12/16/14. **Fixed Insurance; Group Non-Med; 04/05/16 **LAKE MACBRIDE ESTATES HOA POSITION: Board member NATURE: Home owners association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 3942 Macbride Pl NE, Solon IA 52333, United States DESCRIPTION: Work with the other board members to ensure the maintenance and upkeep of the road, well, common areas. Work with the other board members to ensure the covenants are being followed. **CORNERSTONE WEALTH ADVISORS (DBA) POSITION: Financial Advisor NATURE: Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/10/2026 ADDRESS: 1059 Longfellow Dr. Suite A, Hiawatha IA 52233, United States DESCRIPTION: This is for marketing purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-09 |
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