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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-30 |
| NC | RA | APPROVED | 2026-04-30 |
Branch Locations
401 Mccullough Dr Ste 210, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldfish Swim School | Needham | MA | 11/2018 | 05/2019 |
| Student | Newton | MA | 09/2017 | 06/2021 |
| Elon University | Elon | NC | 08/2021 | 05/2025 |
| Reds Best (Seasonal) | Chatham | MA | 06/2021 | 08/2024 |
| Brown Middle School | Newton | MA | 09/2014 | 06/2017 |
| Associate Staffing | Charlotte | NC | 01/2026 | 04/2026 |
| Principal Securities, Inc. | Charlotte | NC | 02/2026 | Present |
| Unemployed | Chatham | MA | 05/2025 | 12/2025 |
| Principal Life Insurance Company | Charlotte | NC | 04/2026 | Present |
| Principal Bank | Charlotte | NC | 04/2026 | Present |
| Principal Advised Services | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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