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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-15 |
| NC | RA | APPROVED | 2025-04-15 |
Branch Locations
401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | FL | 08/2024 | 01/2025 |
| Senior Life Services | Vero Beach | FL | 04/2023 | 08/2024 |
| Tdk Life | Saratoga Springs | NY | 09/2022 | 02/2023 |
| Matthews Kia | Schenectady | NY | 05/2021 | 08/2022 |
| Best Fitness | Albany | NY | 12/2019 | 03/2020 |
| Play It Again Sports | Latham | NY | 06/2018 | 02/2020 |
| University At Albany | Albany | NY | 08/2017 | 03/2020 |
| Edison Golf Club | Rexford | NY | 08/2016 | 09/2017 |
| Student | Albany | NY | 08/2017 | 08/2021 |
| Student | Niskayuna | NY | 08/2013 | 05/2017 |
| Associate Staffing | Charlotte | NC | 01/2025 | 04/2025 |
| Principal Securities, Inc. | Charlotte | NC | 01/2025 | Present |
| Principal Advised Services | Charlotte | NC | 04/2025 | Present |
| Principal Life Insurance Company | Charlotte | NC | 04/2025 | Present |
| Principal Bank | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-22 |
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