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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| FL | RA | APPROVED | 2008-07-15 |
Branch Locations
19505 Biscayne Blvd Ste 2350, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Aventura | FL | 02/2005 | Present |
| Principal Securities Inc | Aventura | FL | 02/2005 | Present |
| Financial Resources | Miramar | FL | 05/2016 | 06/2020 |
| Pulles And Attento Wealth Management | Aventura | FL | 07/2019 | Present |
| Blue Water Financial Advisors | Aventura | FL | 03/2021 | 10/2023 |
***HEALTH INSURANCE; SALES AND SERVICING OF HEALTH INSURANCE THROUGH VARIOUS CARRIERS. SOLICIT BUSINESS, IMPLEMENT PLAN, SERVICE CLIENTS. EFFECTIVE 7/1/09, 2% INCOME, 1 HR/MO. NON-INVESTMENT RELATED. ***OUTSIDE INSURANCE. SELLING FIXED LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS. EFFECTIVE DATE - 03/20/2014.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-22 |
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