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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
Branch Locations
4900 California Ave Ste 120B, Bakersfield, CA 93309 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Farmers Insurance | Bakersfield | CA | 01/2015 | 07/2024 |
| Farmers Financial Solutions | Bakersfield | CA | 12/2015 | 12/2019 |
| Allstate Insurance | Bakersfield | CA | 07/2024 | 02/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2025 | 05/2025 |
| Northwestern Mutual Investment Services, Llc | Bakersfield | CA | 03/2025 | 05/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2025 | 05/2025 |
| Principal Life | Bakersfield | CA | 05/2025 | Present |
| Principal Securities | Bakersfield | CA | 05/2025 | Present |
INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/02/2025 ADDRESS: 4900 California Ave Suite 120B, Bakersfield CA 93309, United States DESCRIPTION: This business will be life insurance, disability insurance, long term care insurance, fixed and variable annuities with Principal Life and through Crump.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-26 |
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