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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-11-16
  • MN RA
    APPROVED
    Since 2021-11-16

Branch Locations

8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Minnetonka MN 09/2021 Present
Principal Securities Inc Minnetonka MN 09/2021 Present
Principal Minnetonka MN 06/2021 09/2021
North Dakota State University Fargo ND 08/2016 05/2021
Cleanfreak Car Wash Scottsdale AZ 06/2020 08/2020
Cannaday Bloom Wealth And Insurance Solutions Lake Elmo MN 02/2022 10/2025
Cannaday Wealth Management Dba Lake Elmo MN 10/2025 06/2026
  • 09/2021 → Present
    Principal Life Insurance Company
    Minnetonka, MN
  • 09/2021 → Present
    Minnetonka, MN
  • 06/2021 → 09/2021
    Principal
    Minnetonka, MN
  • 08/2016 → 05/2021
    North Dakota State University
    Fargo, ND
  • 06/2020 → 08/2020
    Cleanfreak Car Wash
    Scottsdale, AZ
  • 02/2022 → 10/2025
    Cannaday Bloom Wealth And Insurance Solutions
    Lake Elmo, MN
  • 10/2025 → 06/2026
    Cannaday Wealth Management Dba
    Lake Elmo, MN
Other Businesses

**Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/21/2021 ADDRESS: 11100 Wayzata Boulevard, S 405, Minnetonka MN 55305, United States DESCRIPTION: Fixed Annuity, Long Term Care, Disability, Fixed Insurance, Health Insurance, Medicare Supplement **NONE POSITION: Room Rental NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 1153 Idaho Ave W, St Paul MN 55108, United States DESCRIPTION: I have purchased a house and will be renting rooms to three people. The three people that will be living with and paying rent are not clients of mine as a financial advisor. **JR CAPITAL POSITION: JR Capital NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 1153 Idaho Ave W, St Paul MN 55108, United States DESCRIPTION: Starting a small business with a friend of mine that is not a client of mine. We plan to buy real estate for short term rental purposes. We have not done anything currently with the business and don't plan to do so anytime soon. Wanted to get everything set up in case an opportunity comes up. Currently, I will not be compensated until real estate is purchased. **RISE FINANCIAL LLC POSITION: Registered Representative NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2025 ADDRESS: 8530 Eagle Point Blvd, Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: I've set up this LLC to run my income through and pay myself.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15

View on SEC IAPD

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