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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-04 |
Branch Locations
100 Corporate Pkwy Ste 118, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Amherst | NY | 04/2015 | 12/2018 |
| Mml Investors Services | Amherst | NY | 10/2016 | 12/2018 |
| Valic Financial Advisors, Inc. | V | NH | 12/2018 | 07/2023 |
| Agia | Houston | TX | 12/2022 | 07/2023 |
| Principal Life Insurance Company | Amherst | NY | 07/2023 | Present |
| Principal Securities Inc | Amherst | NY | 07/2023 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2023 ADDRESS: 100 Corporate Parkway, Suite 118, Amherst NY 14226, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **PKM EMPLOYEE SERVICES LLC POSITION: Co-Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/05/2026 ADDRESS: 100 Corporate Pkwy, Suite 118, Amherst NY 14226, United States DESCRIPTION: Chris Midecke, Paul Podsiadlo & Ben Kopp established this LLC to allow for payment to non-registered private staff. All 3 own the LLC equally and have access to check writing. At this time no other services or plans are in place for this LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-10 |
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