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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-03-02 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities | Grand Rapids | MI | 07/1992 | Present |
| Watermark Investment Services | Grandville | MI | 02/2008 | 06/2023 |
| Watermark Employees Benefits Llc | Grandville | MI | 04/2017 | Present |
| Principal Life Insurance Company | Grand Rapids | MI | 12/2014 | Present |
| Watermark Advisory Group Llc | Grandville | MI | 11/2023 | Present |
***Watermark Employee Benefits, LLC; Not Investment Related; ; Owner and President of employee benefits firm ; ; Start Date: ; 115 hrs per month; during trading hours. ***Fixed Insurance; Investment Related; ; Life, Health, DI, Dental, Vision, LTC, Group; Sales; Start Date: ; 115 hrs per month; during trading hours. ***Serenity Ridge Association; Not Investment Related; Grand Rapids, MI; President; acts as treasurer and another acting as secretary. Named on bank accounts but no investment accounts, back up to treasurer, otherwise no check writing capability. Meet 6 times per year mostly off business hours.; Start Date: 01/01/2021; 15 hrs per month; 15 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-27 |
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