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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-11 |
Branch Locations
12550 W Explorer Dr Ste 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 03/2026 |
| Unemployed | Meridian | ID | 04/2024 | 08/2024 |
| Chevron | San Ramon | CA | 06/2007 | 04/2024 |
| Principal Life Insurance Company | Boise | ID | 03/2026 | Present |
| Principal Securities, Inc. | Boise | ID | 03/2026 | Present |
INSURANCE POSITION: Insurance NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 03/16/2026 ADDRESS: 12550 W Explorer Drive, Suite 100, Boise ID 83713, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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