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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-02 |
Branch Locations
3500 Blue Lake Dr Ste 280, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Company | Birmingham | AL | 09/2008 | 05/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2020 | 12/2021 |
| Peachtree Planning | Birmingham | AL | 01/2022 | 07/2023 |
| Principal Life Insurance Company | Birmingham | AL | 07/2023 | Present |
| Principal Securities, Inc | Birmingham | AL | 07/2023 | Present |
| 2065 Wealth Management | Birmingham | AL | 12/2023 | Present |
OAK MOUNTAIN MIDDLE SCHOOL ATHLETIC BOOSTERS POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/21/2024 ADDRESS: 5650 Cahaba Valley Rd, Birmingham AL 35242, United States DESCRIPTION: Will serve a min 2yr term as president of this organization. The stated mission of the organization is to raise funds to support athletic coaching salaries, replacement for wear and tear of athletic equipment, capital improvement projects for new equipment and/or facilities, or any other function in support of the athletes, coaches, and teams at Oak Mountain Middle School.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
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