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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
Branch Locations
2990 Bethesda Pl Ste 601A, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckeye Advisors | Winston Salem | NC | 04/2022 | 02/2025 |
| Builders Discount Center | Danville | VA | 08/2021 | 04/2022 |
| East Carolina University | Greenville | NC | 08/2017 | 05/2021 |
| Brook Valley Country Club | Greenville | NC | 09/2018 | 05/2019 |
| Vector Marketing | Winston Salem | NC | 06/2018 | 08/2018 |
| Chick-Fil-A | Winston Salem | NC | 10/2016 | 06/2017 |
| Valet Living | Winston Salem | NC | 06/2025 | 06/2025 |
| Principal Life Insurance Company | Winston Salem | NC | 05/2025 | Present |
| Principal Securities, Inc. | Winston Salem | NC | 05/2025 | Present |
| Mount Tabor High School | Winston Salem | NC | 08/2013 | 06/2017 |
| East Carolina University | Greenville | NC | 08/2017 | 05/2021 |
| Door Dash | Winston Salem | NC | 03/2025 | 06/2025 |
**ALZHEIMER'S ASSOCIATION POSITION: Executive Leadership Team Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2026 ADDRESS: 4600 Park Road, Suite 250, Charlotte NC 28209, United States DESCRIPTION: Title will be Executive Leadership Team Member and I will work with Alzheimer's Association employees to spread awareness of their cause and support that they offer to people impacted by Alzheimer's. I will help by promoting events and referring potential sponsors, either individuals or businesses to the sponsorship contact. **GREATER WINSTON-SALEM INC. POSITION: Member Experience Lead NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 06/29/2026 ADDRESS: 525 Vine Street, Suite 240, Winston-Salem NC 27101, United States DESCRIPTION: Title will be Member Experience Lead as an Ambassador for the chamber of commerce. Purpose: Champion the new member experience by fostering meaningful connections and ensuring members feel welcomed, informed, and engaged.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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