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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-04 |
| NC | RA | APPROVED | 2026-05-04 |
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 |
|---|---|---|---|---|
| North Mecklenburg High School | Huntersville | NC | 08/2016 | 06/2018 |
| Merancas Middle College | Huntersville | NC | 08/2018 | 05/2020 |
| Central Piedmont Community College | Charlotte | NC | 08/2018 | 05/2020 |
| Frankie's Fun Park | Huntersville | NC | 11/2018 | 01/2019 |
| Duck Donuts | Huntersville | NC | 10/2019 | 02/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 12/2021 |
| Trash Fairies | Huntersville | NC | 05/2021 | 10/2021 |
| Unemployed | Huntersville | NC | 01/2022 | 03/2022 |
| Digital Intelligence Systems, Llc | Huntersville | NC | 04/2022 | 05/2022 |
| Self Employed/Volunteer | Huntersville | NC | 06/2022 | 05/2023 |
| Unemployed | Huntersville | NC | 06/2023 | 07/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2023 | 12/2024 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2023 | 12/2024 |
| Unemployed | Huntersville | NC | 01/2025 | 09/2025 |
| Gibson Custom Construction | Denver | NC | 10/2025 | 10/2025 |
| Unemployed | Huntersville | NC | 11/2025 | 12/2025 |
| Associate Staffing | Charlotte | NC | 01/2026 | 04/2026 |
| Principal Securities, Inc. | Charlotte | NC | 01/2026 | Present |
| Principal Life Insurance Company | Charlotte | NC | 04/2026 | Present |
| Principal Advised Services | Charlotte | NC | 04/2026 | Present |
| Principal Bank | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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