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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-13 |
| UT | RA | APPROVED | 2026-05-13 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Santaquin | UT | 01/2025 | 04/2026 |
| Principal Securities, Inc. | Santaquin | UT | 02/2026 | Present |
| Merrick Bank | South Jordan | UT | 04/2023 | 01/2025 |
| Dst | Springville | UT | 09/2022 | 03/2023 |
| Schneider National, Inc | Salt Lake City | UT | 06/2021 | 09/2022 |
| Discover Financial Services | Salt Lake City | UT | 11/2020 | 06/2021 |
| Schneider National, Inc. | Salt Lake City | UT | 08/2019 | 10/2020 |
| Discover Financial Services | Salt Lake City | UT | 11/2018 | 08/2019 |
| Unemployed | Springville | UT | 09/2018 | 11/2018 |
| Schneider National, Inc. | Salt Lake City | UT | 08/2017 | 09/2018 |
| Discover Financial Services | Salt Lake City | UT | 04/2015 | 07/2017 |
| Principal Bank | Santaquin | UT | 04/2026 | Present |
| Principal Advised Services | Santaquin | UT | 04/2026 | Present |
| Principal Life Insurance Company | Santaquin | UT | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
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