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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Legacy Financial | Tulare | CA | 09/2025 | 10/2025 |
| Pardini's Catering Services | Fresno | CA | 08/2025 | 09/2025 |
| Valley Wide Beverage | Fresno | CA | 05/2025 | 08/2025 |
| Fresno State | Fresno | CA | 05/2022 | 05/2025 |
| Gnc | Fresno | CA | 07/2021 | 05/2022 |
| Taco Bell | Sanger | CA | 02/2020 | 07/2021 |
| Unemployed/ Student Athlete | Sanger | CA | 08/2019 | 02/2020 |
| Wild Water Adventure Park | Clovis | CA | 07/2019 | 08/2019 |
| Unemployed/ Student | Sanger | CA | 10/2015 | 07/2019 |
| Principal Life Insurance Co | Fresno | CA | 10/2025 | Present |
| Principal Securities Inc | Fresno | CA | 10/2025 | Present |
| True Legacy Financial | Tulare | CA | 09/2025 | Present |
INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2026 ADDRESS: 1010 W Alluvial Ave, Ste 111, Fresno CA 93711, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. TRUE LEGACY FINANCIAL POSITION: Administrative Assistant NATURE: Administrative Work INVESTMENT RELATED: Yes NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 4 START DATE: 09/19/2025 ADDRESS: 200 N M St, Tulare CA 93274, United States DESCRIPTION: As an administrative assistant, I help our advisors as an new business specialist for our clients. This includes onboarding forms/ paperwork, servicing existing accounts, and answering phones.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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