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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
8310 N Capital Of Texas Hwy Bldg 1 Ste 175, Austin, TX 78731 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Austin | TX | 03/2010 | 02/2019 |
| Realized Holdings | Austin | TX | 04/2019 | 12/2023 |
| Wealthforge Securities | Richmond | VA | 05/2019 | 11/2019 |
| Realized Financial, Inc. | Austin | TX | 11/2019 | 12/2023 |
| Principal Life Insurance Company | Austin | TX | 07/2025 | Present |
| Principal Securities, Inc. | Austin | TX | 07/2025 | Present |
| Self-Employed | Austin | TX | 01/2024 | 06/2025 |
INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 07/11/2025 ADDRESS: 8310 N. Capital of Texas Hwy., Suite 175, Austin TX 78731, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-08 |
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