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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Lutz | FL | 06/2020 | Present |
| One Source Advisory | Lutz | FL | 06/2019 | 06/2020 |
| Campus Lodge Tampa | Lutz | FL | 01/2019 | 08/2019 |
| Ibis Building Corporation | West Palm Beach | FL | 01/2018 | 06/2018 |
| Marshalls | Brooksville | FL | 08/2015 | 12/2018 |
| One Source Advisory | Lutz | FL | 09/2020 | Present |
| Principal Life Insurance Company | Lutz | FL | 01/2021 | Present |
***Fixed Insurance; Investment Related; Lutz, FL; Broker; LTC, Annuities, Life, DI; Start Date: 08/01/2020; 5 hrs per month; 4 during trading hours.***Fixed Insurance; Investment Related; Lutz, FL; Broker; Health, Group Benefits; Start Date: 09/01/2020; 2 hrs per month; 2 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
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