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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| WI | RA | APPROVED | 2020-08-17 |
Branch Locations
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wauwatosa | WI | 07/2020 | Present |
| Principal Securities Inc | Wauwatosa | WI | 07/2020 | Present |
| Uw Whitewater | Whitewater | WI | 09/2016 | 07/2020 |
| Pick N Save | Menomonee Falls | WI | 01/2014 | 09/2017 |
| First Choice Ingredients | Menomonee Falls | WI | 05/2017 | 08/2017 |
| Milwaukee Catholic Home | Milwaukee | WI | 05/2018 | 09/2019 |
| Fis | Brown Deer | WI | 05/2019 | 08/2019 |
| Rocky Rococo | Whitewater | WI | 09/2018 | 04/2019 |
| Monster Energy | Corona | CA | 09/2018 | 05/2020 |
| Union Financial, Inc. | Wauwatosa | WI | 10/2021 | Present |
***Fixed Insurance; Investment Related; Wauwatosa, WI; Agent; Annuities, Life, DI, Group Benefits, Health; Start Date: 09/01/2020; 10 hrs per month; 10 during trading hours. ***Notary Public of WI; Not Investment Related; Madison, WI; Notary; notary services; Start Date: 03/16/2021; 1 hrs per month; <1 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-14 |
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