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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport News Ship Building | West Milton | NY | 05/2017 | 01/2024 |
| Principal Life Insurance | Latham | NY | 12/2023 | Present |
| Principal Securities | Latham | NY | 12/2023 | Present |
| Eckert Mechanical | Albany | NY | 07/2016 | 01/2017 |
| Fpi Mechanical | Cohoes | NY | 01/2017 | 05/2017 |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 637 New Loudon Road, Suite 1, Latham NY 12110, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
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