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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-18 |
Branch Locations
400 Berwyn Office Park Ste 200 899 Cassatt Rd, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Digital | Berwyn | PA | 01/1996 | 09/2023 |
| Kistler-Tiffany Advisors | Berwyn | PA | 11/2007 | 09/2023 |
| Tredyffrin Easttown School District | Berwyn | PA | 11/2006 | 06/2022 |
| Apw Capital, Inc. | Parsippany | NJ | 05/2012 | 12/2021 |
| Principal Life Insurance Company | Berwyn | PA | 09/2023 | Present |
| Principal Securities Inc | Berwyn | PA | 09/2023 | Present |
OUTSIDE INSURANCE POSITION: outside insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 30 START DATE: 09/01/1989 ADDRESS: 400 Berywn Office Park Suite 200, 899 Cassatt Road, Berwyn PA 19312, United States DESCRIPTION: Insurance sales including Group and Individual insurance, Medical Insurance, Life Insurance, Annuities, Disability Insurance, Critical Illness, Accident, Hospital, Long Term Care, Pet Insurance CONESTOGA HIGH SCHOOL GIRLS RUGBY CLUB POSITION: board member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 488 churchill drive, Berywn PA 19312, United States DESCRIPTION: just a board member on my daughters high school rugby club
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-04 |
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