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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| IA | RA | APPROVED | 2015-08-11 |
Branch Locations
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
223 W 5Th St, Carroll, IA 51401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wdm | IA | 05/2015 | Present |
| Principal Securities Inc | Des Moines | IA | 03/2016 | Present |
| Roshek Skinner Financial Services | West Des Moines | IA | 11/2022 | Present |
| Journey Financial Advisors | West Des Moines | IA | 07/2025 | Present |
**Fixed insurance, Life, Annuities, DI, LTC, 2/19/16. **KS Financial LLC; Not Investment Related; West Des Moines, IA; Owner; LLC to file taxes through as an S-Corp, Sole owner; Start Date: 09/01/2020; na hrs per month; na during trading hours. **STRUCTURED ATTORNEY FEES POSITION: Agent NATURE: Structured Settlements INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2023 ADDRESS: 6701 Westown Pkwy, Suite #200, West Des Moines IA 50266, United States DESCRIPTION: This OBA is for helping attorneys structure their fees to defer taxes using SPIA & DIA products. We will be paid from the insurance companies. We will be split on the cases and we will not be paid via referral fees. Our primary duties will be assisting in the design and implementation of the products with no ongoing service. Any conversations with attorneys regarding this will be outside of securities conversations. **INSURANCE / Journey Financial Advisors (DBA) POSITION: Financial Advisor NATURE: Life Insurance, Mutual funds/securities/VA/VL, Financial Strategies, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/15/2025 ADDRESS: 6701 Westown Pkwy, Suite 200, West Des Moines IA 50266, United States DESCRIPTION: We will be working with clients/prospects from the bank to help them plan and prepare for retirement. Invest money and cover life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
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