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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Mclean | VA | 06/2013 | Present |
| Principal Securities | Mclean | VA | 06/2013 | Present |
| Your Retirement Pathfinder | Mclean | VA | 11/2013 | Present |
**OUTSIDE INSURANCE; GROUP BENEFITS, HEALTH, DI, LTC, LIFE, FIXED ANNUITIES, PREPAID LEGAL INSURANCE, 2/6/15. **LAKE OF THE WOODS CHURCH POSITION: Elder NATURE: Elder & Bible teacher at my church INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 11/14/2024 ADDRESS: Church Street, Locust Grove VA 22508, United States DESCRIPTION: Our church has 10 elders who oversee the activities of the church. There are also full-time ministers and staff who are responsible for church operations. I am the elder responsible for overseeing our local ministry activities like - a homeless shelter, mechanics ministry, home repair helps, a program for special needs adults, special programs to provide food for the holidays, etc. My role is to provide counsel to the individuals actually conducting these ministries and to approve their requests for reimbursing expenses. I do not have authority to write any checks or to manage any of the funds of the church. I also co-teach a Sunday Bible Study class for adults.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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