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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| WI | RA | APPROVED | 2005-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Financial Inc | Stevens Point | WI | 09/2008 | Present |
| Heil Financial Group | Stevens Point | WI | 09/2008 | 08/2020 |
| Principal Securities Inc | Stevens Point | WI | 03/2016 | Present |
| Principal Life Insurance Company | Stevens Point | WI | 11/2012 | Present |
**Fixed Insurance; Investment Related; 3004 Post Rd, Stevens Point, WI 54481; Annuities, Life, P&C, LTC, DI, STD, Group Benefits, and Worker's Comp; Sales; Start Date: 11/23/2011; 15 hrs per month; during trading hours. **Fixed Insurance; Investment Related; 3004 Post Rd, Stevens Point, WI 54481; Funeral Trusts; Sales, for estate planning purposes only.; Start Date: 02/23/2018; 8 hrs per month; 3 during trading hours. **RENTAL PROPERTY POSITION: Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 1233 MARIA DR, STEVENS POINT WI 54481, United States DESCRIPTION: My partner, Mary Mortell-Ferrone and I jointly own a condo that we are renting it out effective May 1, 2023. **DOM PRZYJACIELA LLC POSITION: Owner of LLC NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2023 ADDRESS: 1233 MARIA DR, STEVENS POINT WI 54481, United States DESCRIPTION: I will be the sole owner of the LLC. It will buy real estate in Florida which will be rented out. **HOLY SPIRIT PARISH POSITION: Committee member NATURE: Church committee member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 2151 Stanley St, Stevens Point WI 54481, United States DESCRIPTION: Haiti Committee raises funds from parishioners to pay for projects at our twinning parish in Haiti. We pay teacher salaries at the 2 schools and pay for rice and beans to feed children lunches. Have also paid for well and solar panel electricity projects. Bridge to Belonging reaches out to LBGTQ community to welcome them to the parish.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-07 |
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