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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-03 |
| NC | RA | APPROVED | 2020-01-16 |
Branch Locations
2990 Bethesda Pl Ste 601A, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Winston-Salem | NC | 01/1995 | 08/2017 |
| Parsonex Advisory Services | Englewood | CO | 08/2016 | 10/2019 |
| Principal Life Insurance Company | Winston Salem | NC | 10/2019 | Present |
| Principal Securities Inc | Winston Salem | NC | 10/2019 | Present |
***Fixed Insurance; Investment Related; Winston-Salem, NC; Agent; Fixed Life, Annuities, DI, LTC, Health, Group; Start Date: 04/30/2021; 40 hrs per month; 40 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-29 |
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