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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Plan One | Hutto | TX | 09/2023 | 08/2024 |
| State Farm | Austin | TX | 03/2023 | 07/2023 |
| Finance Of America Mortgage | Austin | TX | 05/2020 | 12/2022 |
| Principal Life Insurance Company | Roseville | CA | 08/2024 | Present |
| Principal Securities, Inc. | Roseville | CA | 08/2024 | Present |
| Unemployed | Hutto | TX | 12/2022 | 03/2023 |
| Appleone, California | Irvine | CA | 01/2020 | 04/2020 |
| Starbucks | Irvine | CA | 04/2019 | 05/2020 |
| Dutch Bros Coffee | Davis | CA | 05/2018 | 04/2019 |
| Uc Davis Dining | Davis | CA | 09/2015 | 05/2018 |
INSURANCE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 06/16/2026 ADDRESS: 2998 Douglas Blvd, Ste 330, Roseville CA 95661, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
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