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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-17 |
Branch Locations
5151 Flynn Pkwy Ste 310, Corpus Christi, TX 78411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern Life | Corpus Christi | TX | 11/2015 | 12/2016 |
| W&S Brokerage Service | Cincinnati | OH | 11/2015 | 11/2016 |
| Unemployed | Corpus Christi | TX | 11/2016 | 02/2017 |
| Raymond James Financial Services Advisors Inc. | Corpus Christi | TX | 04/2017 | 06/2020 |
| Raymond James Financial Services, Inc. | Corpus Christi | TX | 03/2017 | 06/2020 |
| Laguna Wealth Services | Corpus Christi | TX | 03/2017 | 06/2020 |
| Principal Life Insurance Company | Corpus Christi | TX | 06/2020 | Present |
| Principal Securities Inc | Corpus Christi | TX | 06/2020 | Present |
| Demontel Financial Services | Corpus Christi | TX | 06/2020 | Present |
***Fixed Insurance; Investment Related; Corpus Christi, TX; Agent; Life, Annuities, LTC, DI, Health, Medicare Supplements, Group; Start Date: 06/16/2020; 10 hrs per month; 10 during trading hours. GREEN BLUE TRADING POST POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 7406 Sydney St, Corpus Christi TX 78414, United States DESCRIPTION: This is my daughter's store on Etsy. She designs everything and I will print, and mail stickers. I will also make t-shirts. All is done after work and on the weekends. Some products are made by a third party and mailed directly to the customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-11 |
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