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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-23 |
Branch Locations
401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States
Panama City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 10/2020 |
| Iheartmedia | Panama City | FL | 05/2018 | 09/2018 |
| Netchex Inc | Panama City | FL | 02/2017 | 04/2018 |
| Usa Payroll | Cumming | GA | 01/2015 | 03/2017 |
| Lpl Financial Llc | Panama City Beach | FL | 11/2020 | 10/2023 |
| Capital City Bank | Panama City Beach | FL | 10/2020 | 10/2023 |
| Principal Life Insurance Company | Panama City | FL | 10/2023 | Present |
| Principal Securities, Inc | Panama City | FL | 10/2023 | Present |
**JUNIOR LEADERSHIP BAY POSITION: Committee Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2023 ADDRESS: 235 W. 5th St, Panama City FL 32401, United States DESCRIPTION: Junior Leadership Bay program is a leadership program designed for Juniors in High School to develop leadership skills and learn about career opportunities within Bay County. **PROJECT 541 POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2010 ADDRESS: P.O. Box 121373, Nashville TN 37212, United States DESCRIPTION: Board member for Project 541; an orphanage in Honduras supporting the growth and wellbeing of the children there.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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