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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| OK | RA | APPROVED | 2020-07-31 |
Branch Locations
115 S Adair St, Pryor, OK 74361 • United States
Tulsa, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Financial Services Inc | Rock Island | IL | 03/2015 | 02/2020 |
| Modern Woodmen Of America | Rock Island | IL | 01/2015 | 02/2020 |
| Principal Life Insurance Company | Pryor | OK | 02/2020 | Present |
| Principal Securities Inc | Pryor | OK | 02/2020 | Present |
| Union Financial | Pryor | OK | 09/2021 | Present |
**Fixed Insurance; Not Investment Related; Pryor, OK; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, Group Products; Start Date: 02/16/2020; 30 hrs per month; 30 during trading hours. **NCAA; Not Investment Related; Broken Arrow, OK; Official; Officiate College Basketball games; Start Date: 08/01/2020; 40 hrs per month; 12 during trading hours. **WILL'S HOUSE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2021 ADDRESS: 806 W. 118th Street S., Jenks OK 74037, United States DESCRIPTION: Offers respite care for parents with disabled children. Title: Board Member; Role/Responsibilities: provide general advice and input. **JENKS METHODIST CHURCH POSITION: Advisory Counsel Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 415 E. Main St, Jenks OK 74037, United States DESCRIPTION: Coordinate all activities of the different committees within the church. Work with the chair of each committee to meet on a quarterly basis. **THE CYRUS FAMILY LEGACY, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/27/2025 ADDRESS: 3366 W. 82nd St. S, TULSA OK 74132, United States DESCRIPTION: LLC for our family. Will use it to run payroll for my new assistant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-26 |
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