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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
7077 Bonneval Rd Ste 380, Jacksonville, FL 32216 • United States
Saint Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Jacksonville | FL | 08/2021 | 08/2023 |
| Us Navy | Jacksonville | FL | 10/2004 | 11/2021 |
| Nylife Securities Llc | Jacksonville | FL | 08/2021 | 07/2023 |
| Edward Jones | St Louis | MO | 08/2023 | 06/2025 |
| Principal Life Insurance Co | Saint Johns | FL | 06/2025 | Present |
| Principal Securities Inc | Saint Johns | FL | 06/2025 | Present |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2025 ADDRESS: 7077 Bonneval Road, Suite 380, Jacksonville FL 32216, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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