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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-03 |
| FL | RA | APPROVED | 2020-03-18 |
Branch Locations
2803 Fruitville Rd Ste 222, Sarasota, FL 34237 • United States
15438 N Florida Ave Ste 120, Tampa, FL 33613 • United States
15916 N Florida Ave, Lutz, FL 33549 • United States
959 E Brandon Blvd, Brandon, FL 33511 • United States
3501 Bessie Coleman Blvd, Tampa, FL 33630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Tampa | FL | 10/2019 | Present |
| Principal Securities Inc | Tampa | FL | 10/2019 | Present |
| Reed & Associates | Tampa | FL | 09/2018 | 10/2019 |
| Retro Fitness | Tampa | FL | 05/2019 | 10/2019 |
| Delta Global Services | Tampa | FL | 10/2017 | 12/2018 |
| Chick-Fil-A | Tampa | FL | 09/2014 | 09/2017 |
| Monarch Wealth Management Group | Tampa | FL | 11/2020 | Present |
***Fixed Insurance; Investment Related; Tampa, FL; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, and Group Products; Start Date: 01/16/2020; 5 hrs per month; 5 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-15 |
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