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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| IA | RA | APPROVED | 2018-10-23 |
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 | 06/2018 | Present |
| Principal Securities Inc | Hiawatha | IA | 06/2018 | Present |
| Hardscape Solutions | Cedar Rapids | IA | 06/2010 | 06/2018 |
| Union Financial, Inc. | Menimonee Falls | WI | 02/2019 | 05/2022 |
**Outside Insurance; Investment Related; Cedar Rapids, IA; Agent; Fixed LI, DI, Annuities, LTC; Start Date: 11/01/2018; 1 hrs per month; 1 during trading hours. **NAIFA EASTERN IOWA CHAPTER POSITION: Program Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: PO Box 10652, Cedar Rapids IA 52410, United States DESCRIPTION: Organize events including location, schedule, presenters, topics, and to provide continuing education opportunities to our members. **INSURANCE POSITION: Cedar Wealth Advisors, LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 07/16/2025 ADDRESS: 1059 Longfellow Dr STE A, Hiawatha IA 52233, United States DESCRIPTION: I am establishing a limited liability company, Cedar Wealth Advisors, LLC and there are no changes to business operations. Products and services will be offered in Securities, Investments, Fixed Life, Fixed annuities, Long-term care insurance, Variable Annuities, and Indexed annuities that are available with Principal Securities, Principal Life, and the Preferred Product Network.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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