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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 04/2019 | 10/2020 |
| The Walters Group Llc | Mount Laurel | NJ | 01/2019 | 04/2019 |
| Remax Home Experts Ii | Mount Laurel | NJ | 07/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2021 | 03/2021 |
| Bank Of America, N.A. | Pennington | NJ | 02/2021 | 03/2021 |
| The Johns Hopkins University | Baltimore | MD | 09/2020 | Present |
| Fidelity Investments | Marlton | NJ | 05/2021 | 03/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Lpl Enterprise, Llc | Cherry Hill Township | NJ | 04/2026 | 08/2026 |
| Principal Securities, Inc. | Marlton | NJ | 08/2026 | Present |
| Principal Life Insurance Company | Marlton | NJ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-05 |
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