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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-05-01 |
| KS | RA | APPROVED | 2025-05-12 |
Branch Locations
Panama City Beach, FL • United States
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Missouri State University | Maryville | MO | 05/2017 | 08/2017 |
| Ren Specialty Health Care | Northmoor | MO | 05/2018 | 06/2018 |
| Pizza Hut | Maryville | MO | 07/2018 | 08/2018 |
| Pizza Hut | Maryville | MO | 01/2019 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Kansas City | MO | 09/2019 | 08/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2020 | 08/2022 |
| Shamrock Trading Corporation | Overland Park | KS | 08/2022 | 11/2024 |
| Principal Life Insurance Company | Panama City Beach | FL | 11/2024 | Present |
| Principal Securities, Inc. | Panama City Beach | FL | 11/2024 | Present |
| Northwest Missouri State University | Maryville | MO | 08/2013 | 05/2019 |
OUTSIDE INSURANCE SALES POSITION: Agent/Broker NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/23/2025 ADDRESS: 11101 Switzer Rd Ste 100, Overland Park KS 66210, United States DESCRIPTION: Sales and service of non-proprietary life, annuity, disability, long-term care, insurance products and services through Crump/PPN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-28 |
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