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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-02 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Gold River | CA | 05/2016 | 04/2021 |
| Mutual Of Omaha Investor Services | Gold River | CA | 09/2016 | 04/2021 |
| Pruco Securities, Llc. | Roseville | CA | 04/2021 | 03/2024 |
| Prudential Insurance Company Of America | Roseville | CA | 04/2021 | 03/2024 |
| Principal Life Insurance Company | Roseville | CA | 03/2024 | Present |
| Principal Securities Inc | Roseville | CA | 03/2024 | Present |
INSURANCE POSITION: Outside Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/08/2024 ADDRESS: 1478 Stone Point Dr, Ste 390, Roseville CA 95661, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-20 |
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