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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-07 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Wine & Spirits | Kalamazoo | MI | 07/2023 | 07/2024 |
| Integrated Parking Solutions | Plainwell | MI | 06/2022 | 01/2023 |
| Kalamazoo College | Kalamazoo | MI | 09/2020 | 06/2024 |
| Spirit Of Kalamazoo | Kalamazoo | MI | 07/2021 | 08/2021 |
| Doster Country Store | Plainwell | MI | 09/2020 | 06/2021 |
| Plainwell Community Schools | Plainwell | MI | 09/2007 | 05/2020 |
| Fly Inn Restaurant | Plainwell | MI | 06/2019 | 08/2019 |
| N/A | Plainwell | XX | 06/2020 | 08/2020 |
| Principal Life Insurance Company | Grand Rapids | MI | 08/2024 | Present |
| Principal Securities, Inc. | Grand Rapids | MI | 08/2024 | Present |
| Prometric Test Center | Grand Rapids | MI | 10/2024 | 12/2024 |
FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/21/2025 ADDRESS: 3196 Kraft Ave Ste. 101, Grand Rapids MI 49512, United States DESCRIPTION: Sales of fixed insurance through various vendors to include fixed life, fixed annuity, DI, LTC, Health, Medical, & Group Benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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