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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
2546 Lincoln Way, Ames, IA 50014 • United States
405 Main St, Ames, IA 50010 • United States
724 Story St, Boone, IA 50036 • United States
123 W Main St, Marshalltown, IA 50158 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corp | Des Moines | IA | 05/2006 | 10/2021 |
| Principal Life Insurance Company | Des Moines | IA | 11/2003 | 10/2021 |
| Symetra Securities, Inc. | Bellevue | WA | 11/2021 | 11/2023 |
| Symetra Life Insurance Company | Bellevue | WA | 11/2021 | 11/2023 |
| U.S. Bancorp Investments, Inc. | Ames | IA | 12/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Ames | IA | 02/2026 | Present |
1.) Farmland Rental; Investment-related; Woodward, IA; Farmland rental; Owner; 05/2005; .25 Hours/Month; 0 Hours/Trading; Minimal upkeep of drive and gate, recordkeeping. 2.) Country LandMarks LLC; Investment-related; Woodward, IA; Rental properties; Owner; 08/2020; 3 Hours/Month; 0 Hours/Trading; Recordkeeping and limited maintenance. 3.) LDM Worldwide; Not Investment-related; Vashon, WA; Sports runner/statistician for broadcasts; General laborer; Part-time employee; 10/2015; 1-2 Hours/Month; 0 Hours/Trading; Runner and statistician for broadcasts of college basketball/football.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-13 |
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