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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-10 |
Branch Locations
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial | Des Moines | IA | 11/2004 | 08/2017 |
| Princor | Des Moines | IA | 02/2005 | 08/2017 |
| Prudential Insurance Company Of America | Des Moines | IA | 08/2017 | 03/2020 |
| Prudential Investment Management Services Llc | Des Moines | IA | 08/2017 | 03/2020 |
| Principal Life Insurance Co | Des Moines | IA | 03/2020 | 07/2025 |
| Principal Securities Inc | Des Moines | IA | 04/2020 | 07/2025 |
| Foster Group, Inc. | West Des Moines | IA | 09/2025 | Present |
**THE TRAVELISTA COLLECTIVE POSITION: Founder NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 944 35th St, Des Moines IA 50312, United States DESCRIPTION: Travel Community for women. I will organize group trips as a travel advisor. **?The Phoenix Business Collective Position: Operations Investment Related: NO Number of hours/month: 16 to 30 hours Securities Trading Hours: 5 Start Date: 06/01/2025 Address: 179 W Wilson St Apt 528 Madison, WI 53703 Description: Company audits specific spend categories such as parcel, payments, waste management and benefits currently to create a savings for its members. It utilizes a gain share model.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-21 |
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