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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| KS | RA | APPROVED | 2016-11-04 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
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 Securities Inc | Overland Park | KS | 03/2016 | Present |
| Principal Life Insurance Company | Overland Park | KS | 12/2010 | Present |
| Proactive Financial Partners | Overland Park | KS | 02/2017 | 01/2022 |
| Fountain City Financial Group | Overland Park | KS | 07/2022 | 06/2023 |
| Boulevard Wealth Advisors | Overland Park | KS | 06/2023 | Present |
GROUP HEALTH INSURANCE, BROKER, 1/10-PRESENT, KS. **Outside Insurance, Fixed Annuities, Fixed Life, DI, Group Benefits, 6/14/17.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-14 |
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