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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 02/2025 |
| Liberty Motor Club | Dayton | TN | 02/2015 | 05/2018 |
| Us Army Reserves | Chattanooga | TN | 11/2017 | 04/2018 |
| Rhea County Community Center | Dayton | TN | 01/2016 | 04/2018 |
| Principal Life Insurance Company | Sale Creek | TN | 02/2025 | Present |
| Principal Securities, Inc. | Sale Creek | TN | 01/2025 | Present |
| 5 Talents Financial | Sale Creek | TN | 07/2025 | Present |
**5 TALENTS FINANCIAL (DBA) POSITION: Financial Advisor NATURE: Fee-based Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/07/2025 ADDRESS: 15237 Dayton Pike Sale Creek TN 37373, Sale Creek TN 37373, United States DESCRIPTION: DBA is strictly for Advertising nothing will be changing as far SOP and my relationship with PSI. **RHEA COUNTY COMMUNITY CENTER (RC3) POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2016 ADDRESS: 232 4th Ave, Dayton TN 37321, United States DESCRIPTION: I am on the board of directors. This is a managing position however it is 100% volunteer. As a board we help with overseeing operations, hire the executive director, raise funds, and program activities. The organization is a 501c3. **RHEA COUNTY FOOTBALL CLUB (RC3FC) POSITION: Coach NATURE: Soccer Coach INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2022 ADDRESS: 232 4th Ave, Dayton TN 37321, United States DESCRIPTION: I coach boys and girls recreational and travel soccer teams. It is 100% volunteer and the organization is a 501c3. **INSURANCE POSITION: 5 Talents Financial NATURE: Life Insurance/Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2025 ADDRESS: 15237 Dayton Pike, Sale Creek TN 37373-9779, United States DESCRIPTION: I moved my book from Edward Jones to Principal (PSI) I have clients that wanted me to service their fixed annuities and fixed life insurance business. PSI would not transfer these products therefore set up this DBA to service those clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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