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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| GA | RA | APPROVED | 2015-12-16 |
Branch Locations
3625 Cumberland Blvd Se Ste 1000, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Atlanta | GA | 11/2014 | Present |
| Principal Securities | Atlanta | GA | 11/2014 | Present |
| Mcdaniels Financial Services | Atlanta | GA | 12/2015 | 10/2016 |
| Ksa Insurance Agency Llc | Atlanta | GA | 08/2019 | Present |
| Focused Financial Group | Atlanta | GA | 08/2021 | Present |
**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, DISABILITY INSURANCE, MEDICARE SUPPLEMENTS, MEDICARE ADVANTAGE, FINAL EXPENSE INSURANCE, LONG TERM CARE INSURANCE, FIXED/VOLUNTARY GROUP BENEFITS, GROUP HEALTH INSURANCE AND PROPERTY & CASUALTY INSURANCE THROUGH VARIOUS CARRIERS, 11/05/14. **KSA Insurance; Not Investment Related; Atlanta, GA; Agent; Marketing group health benefits, principal securities, principal group benefits, financial plans, annuities, securities.; Start Date: 01/01/2019; 80 hrs per month; 50 during trading hours. **FARM POSITION: Family Farm NATURE: This farm doesn't make any money at this time INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2022 ADDRESS: PO Box 574, Abbeville AL 36310, United States DESCRIPTION: Family Farm growing Pecan Trees and Turmeric and in a stucdy with Auburn University & Alabama A&M. **ESTATELY POSITION: Estately NATURE: Attorney/Prepaid Legal INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2025 ADDRESS: 2112 PRICHARD PARK DRIVE, Kennesaw GA 30144, United States DESCRIPTION: Estately is a service I would pay an annual subscription for and then I can resell it to clients and prospects. I would NOT be providing ANY legal advice. This is only done through licensed attorneys who are part of estately. The primary service is will preparation, advanced directives, and POA's that are all done online with the client filling out the information. They pay a fee and they get access to estately and the website creates the documents for them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-10 |
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