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Principal Advised Services CRD 297324
$1.42B regulatory AUM 16,537 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-18 |
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 04/2026 | 05/2026 |
| Principal Securities, Inc. | Jacksonville | FL | 05/2026 | Present |
| Principal Advised Services | Jacksonville | FL | 05/2026 | Present |
| Principal Life Insurance Company | Jacksonville | FL | 05/2026 | Present |
| Principal Bank | Jacksonville | FL | 05/2026 | Present |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2020 | 08/2021 |
| Iheartmedia | Jacksonville | FL | 05/2019 | 05/2020 |
| Ruby Tuesday | St. Petersburg | FL | 06/2019 | 08/2019 |
| University Of North Florida | Jacksonville | FL | 01/2017 | 05/2019 |
| Cox Media Group | Jacksonville | FL | 03/2018 | 10/2018 |
| Citibank | Jacksonville | FL | 04/2016 | 02/2018 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 01/2022 | 03/2026 |
| Unemployed | Jacksonville | FL | 08/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-15 |
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