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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-12 |
Branch Locations
400 E Business Way Ste 125, Sharonville, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Cincinnati | OH | 04/2025 | 08/2025 |
| Black Bull Capital Partners, Llc | Cincinnati | OH | 07/2024 | 01/2025 |
| Exp Realty / Keller Williams Associate Partners | Cincinnati | OH | 01/2018 | 03/2025 |
| River Hills Christian Church | Loveland | OH | 05/2018 | 05/2024 |
| Milford Christian Church | Milford | OH | 07/2013 | 11/2017 |
| Nylife Securities Llc. | Cincinnati | OH | 04/2025 | 08/2025 |
| Principal Life Insurance Company | Sharonville | OH | 08/2025 | Present |
| Principal Securities Inc | Sharonville | OH | 08/2025 | Present |
**EAGLE RUN PROPERTIES POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 1197 Sovereign Dr, Loveland OH 45140, United States DESCRIPTION: Own and manage a duplex property. This activity is not related to the activity of PSI Registered Representative. **OUTSIDE INSURANCE POSITION: Representative/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/14/2025 ADDRESS: 400 E. Business Way, Suite 125, Sharonville OH 45241, United States DESCRIPTION: Outside Insurance sales through PPN/Crump. Products to include Life Insurance, Long Term Care, Disability Insurance, and Annuities through various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-05 |
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