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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Haltom City | TX | 02/2015 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Haltom City | TX | 04/2019 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 08/2022 | 09/2025 |
| Wells Fargo Bank, Na | Fort Worth | TX | 09/2021 | 08/2022 |
| Bank Of America, N.A. | Fort Worth | TX | 09/2022 | 09/2025 |
| Principal Life Insurance Company | Fort Worth | TX | 01/2026 | Present |
| Principal Securities, Inc. | Fort Worth | TX | 01/2026 | Present |
| Homemaker | Fort Worth | TX | 09/2025 | 01/2026 |
| Principal Advised Services | Forth Worth | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
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