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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| OR | RA | APPROVED | 2024-01-09 |
Branch Locations
711 High St, Des Moines, IA 50392 • United States
Forest Grove, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Forest Grove | OR | 04/2016 | Present |
| Principal Securities, Inc. | Forest Grove | OR | 04/2016 | Present |
WESTERN PENSION & BENEFITS COUNCIL PORTLAND POSITION: Board Member at Large NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2025 ADDRESS: Western Pension & Benefits Council, PO Box 1404, Gresham OR 97030, United States DESCRIPTION: Will serve as a Board Member at Large. The Western Pension & Benefits Council (WP&BC) was founded in 1954 to address the educational needs of pension specialists. Through the years, WP&BC has expanded its scope to include education opportunities for those with responsibilities in the health and welfare area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-02 |
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