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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-17 |
| IN | RA | APPROVED | 2022-09-15 |
Branch Locations
8910 Purdue Rd Ste 705, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Indianapolis | IN | 06/2021 | Present |
| Principal Securities | Indianapolis | IN | 06/2021 | Present |
| Iowa State University | Ames | IA | 08/2020 | 06/2021 |
| Sean Grannan | Zionsville | IN | 05/2020 | 08/2020 |
| Iowa State University | Ames | IA | 08/2019 | 05/2020 |
| Citrin | North Aurora | IL | 05/2019 | 12/2019 |
| Iowa State University | Ames | IA | 08/2018 | 05/2019 |
| Cut To Size Technology | Addison | IL | 05/2018 | 08/2018 |
| Iowa State University | Ames | IA | 08/2017 | 05/2018 |
| Delta Sonic | Naperville | IL | 12/2015 | 08/2017 |
***Fixed Insurance; Investment Related; Indianapolis, IN; Agent; Fixed Annuities, Life, DI LTC, Group Benefits, Health Insurance; Start Date: 07/20/2021; 10 hrs per month; 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-10 |
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