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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
Branch Locations
7077 Bonneval Rd Ste 380, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp | Jacksonville | FL | 07/2023 | 09/2024 |
| Wolters Kluwer | Ponte Vedra | FL | 02/2019 | 06/2023 |
| Thompson Baker Agency | Saint Augustine | FL | 06/2018 | 02/2019 |
| Isolved Hcm | Orlando | FL | 08/2014 | 06/2018 |
| Principal Life Insurance Co | Jacksonville | FL | 05/2025 | Present |
| Principal Securities Inc | Jacksonville | FL | 05/2025 | Present |
| Unemployed And Studying For Licenses | Ponte Vedra | FL | 09/2024 | 05/2025 |
INSURANCE POSITION: Outside Insurance Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2025 ADDRESS: 7077 Bonneval Road, Suite 380, Jacksonville FL 32216, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. 03/13/2026 adding Group Health and Group Benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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