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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-06-01
GA RA APPROVED 2026-05-29
  • IA RA
    APPROVED
    Since 2026-06-01
  • GA RA
    APPROVED
    Since 2026-05-29

Branch Locations

Woodstock, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Securities, Inc. Woodstock GA 05/2026 Present
Principal Advised Services Woodstock GA 05/2026 Present
Principal Life Insurance Company Woodstock GA 05/2026 Present
Principal Bank Woodstock GA 05/2026 Present
Edward Jones St. Louis MO 01/2025 05/2026
Deloitte Atlanta GA 03/2022 12/2024
Emory University Atlanta GA 10/2021 03/2022
Georgia Institute Of Technology Atlanta GA 03/2020 10/2021
Insight Global, Llc. Sandy Springs GA 08/2019 03/2020
University Of West Georgia Carrollton GA 08/2015 07/2019
  • 05/2026 → Present
    Principal Securities, Inc.
    Woodstock, GA
  • 05/2026 → Present
    Woodstock, GA
  • 05/2026 → Present
    Principal Life Insurance Company
    Woodstock, GA
  • 05/2026 → Present
    Principal Bank
    Woodstock, GA
  • 01/2025 → 05/2026
    St. Louis, MO
  • 03/2022 → 12/2024
    Deloitte
    Atlanta, GA
  • 10/2021 → 03/2022
    Emory University
    Atlanta, GA
  • 03/2020 → 10/2021
    Georgia Institute Of Technology
    Atlanta, GA
  • 08/2019 → 03/2020
    Insight Global, Llc.
    Sandy Springs, GA
  • 08/2015 → 07/2019
    University Of West Georgia
    Carrollton, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2025-08-20

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