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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-29 |
Branch Locations
1920 Main St Ste 700, Irvine, CA 92614 • United States
Anaheim, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 06/2016 | 09/2021 |
| Principal Life Insurance Company | Anaheim | CA | 10/2021 | Present |
| Principal Securities Inc | Anaheim | CA | 10/2021 | Present |
**INSURANCE POSITION: Outside Insurance Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/29/2021 ADDRESS: 575 Anton Blvd,, Suite 900, Costa Mesa CA 92626, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Medicare & Medicaid Insurance through various carriers. **SANTA FE SPRINGS CHAMBER OF COMMERCE POSITION: Chairperson for Business Owner Education NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 12016 Telegraph Road, Suite 100, Santa Fe Springs CA 90670, United States DESCRIPTION: I am the Chairperson for Business Owner Education. I create and help execute the educational events the chamber offers. I will have no check writing ability, nor access to any of the finances. **WOMEN IN MANUFACTURING-LOS ANGELES POSITION: Board member-membership chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 575 Anton Blvd, 900, Costa Mesa CA 92646, United States DESCRIPTION: I am a co-chair for Membership for this Chapter of Women in Manufacturing. I help organize events and help plan annual events. **ROTARY-NORWALK/SANTA FE SPRINGS POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 12016 Telegraph Rd, Santa Fe Springs CA 90670, United States DESCRIPTION: We are a community service based club. I am the chair for education. I focus on the camp we fund for kids to go in the spring and scholarships interviews for our scholarship program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
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