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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legend At Merrill Hills | Waukesha | WI | 05/2016 | 09/2016 |
| Starbucks | Delafield | WI | 05/2017 | 09/2017 |
| La Quinta Inn & Suites | Delafield | WI | 05/2018 | 06/2021 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2018 | 12/2019 |
| Home Instead | Janesville | WI | 06/2021 | 09/2021 |
| Anytime Fitness | Jefferson | WI | 09/2021 | 12/2021 |
| Primerica | Whitewater | WI | 12/2021 | 12/2022 |
| Mutual Of Omaha | Waukesha | WI | 12/2022 | 08/2024 |
| Principal Life Insurance Company | Oconomowoc | WI | 12/2024 | Present |
| Principal Securities, Inc. | Oconomowoc | WI | 12/2024 | Present |
| Unemployed | Oconomowoc | WI | 08/2024 | 12/2024 |
| Kettle Moraine High School | Wales | WI | 09/2014 | 06/2018 |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/22/2025 ADDRESS: 10361 W Innovation Drive, Suite 300, Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed products through various vendors. Fixed insurance, fixed annuities, DI, LTC, group benefits, health, medical. **ENCOMPASS CHRISTIAN BUSINESS NETWORK POSITION: Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/12/2026 ADDRESS: 1437 N Waterville Road, Oconomowoc WI 53066, United States DESCRIPTION: Encompass Christian Business Network is a group of professionals that meet once per month to network and share ideas on how to integrate our faith into our professional lives. It is not an established organization with paperwork of any kind, more of a group of friends that comes together to talk. Members of the group host our meetings at their businesses for no cost. Members pitch in $10 cash per meeting to cover food and drink. There is no annual fee, and I do not handle any of the funds. I am responsible for email communication, setting up before the events, and taking down after the events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
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