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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-03 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Ambler | PA | 10/2018 | 07/2021 |
| Unemployed | Ambler | PA | 05/2018 | 09/2018 |
| Satell Institute | Malvern | PA | 07/2017 | 04/2018 |
| Ikea Usa | Conschohoken | PA | 06/2016 | 07/2017 |
| Primerica Financial Services | Newtown | PA | 02/2021 | 07/2021 |
| Pfs Investments Inc. | Newtown | PA | 05/2021 | 07/2021 |
| New York Life Insurance Co | Horsham | PA | 08/2021 | 01/2023 |
| Nylife Securities Llc | Horsham | PA | 08/2021 | 01/2023 |
| Eagle Strategies Llc | Horsham | PA | 01/2023 | 01/2023 |
| Pruco Securities, Llc | Warrington | PA | 02/2023 | 12/2023 |
| The Prudential Insurance Company Of America | Warrington | PA | 02/2023 | 12/2023 |
| Principal Securities, Inc. | Wayne | PA | 12/2023 | Present |
| Principal Life Insurance Company | Wayne | PA | 12/2023 | Present |
INSURANCE POSITION: outside insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2024 ADDRESS: 550 E Swedesford Road, Wayne PA 19087, United States DESCRIPTION: writing life, annuities, DI, LTC, Group and Individual policies for health and/or medical, dental through various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-08 |
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