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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
| MI | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillsdale College | Hillsdale | MI | 08/2020 | 05/2024 |
| Seizert Capital Partners | Kalamazoo | MI | 06/2022 | 07/2022 |
| Hackett Catholic Prep | Kalamazoo | MI | 08/2016 | 06/2020 |
| Unemployed | Kalamazoo | MI | 05/2024 | 11/2024 |
| Principal Life Insurance Company | Kalamazoo | MI | 11/2024 | Present |
| Principal Securities, Inc. | Kalamazoo | MI | 11/2024 | Present |
INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2025 ADDRESS: 2425 S. 11th St. Suite C, Kalamazoo MI 49009, United States DESCRIPTION: Sales of fixed insurance through various vendors including fixed annuities, fixed life, LTC, DI, Health, medical, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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