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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gt Securities, Inc. | Los Angeles | CA | 03/2019 | 03/2020 |
| Touchstone It Services | Austin | TX | 05/2014 | 12/2025 |
| Unemployed | Cucamonga | CA | 03/2020 | 05/2020 |
| Xnergy Financial Llc | San Diego | CA | 05/2020 | 04/2021 |
| Infinite Computer Solutions | Rockville | MD | 10/2022 | 02/2023 |
| Ducat Capital Partners Llc | Dover | DE | 03/2021 | 12/2024 |
| Epsoft Inc | Las Colinas | TX | 02/2024 | 10/2024 |
| Gt Securities, Inc. | Los Angeles | CA | 07/2025 | 12/2025 |
| Xenergy Financial Llc | Los Angeles | CA | 03/2023 | 12/2023 |
| Principal Securities Inc | Irvine | CA | 12/2025 | Present |
| Principal Life Insurance Co | Irvine | CA | 12/2025 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/12/2026 ADDRESS: 1920 Main St., Ste 700, Irvine CA 92614, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **TOUCHSTONE IT SERVICES, LLC POSITION: President & CEO NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2014 ADDRESS: 5900 Balcones Dr, Ste 100, Austin TX 78731, United States DESCRIPTION: I am the sole owner, founder, and hold the title of President & CEO. Touchstone IT Services' business has absolutely nothing to do with the securities industry. Touchstone IT Services does not sell any products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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