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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-16 |
| CA | RA | APPROVED | 2008-12-12 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Fresno | CA | 04/1994 | Present |
| Principal Life Insurance Company | Fresno | CA | 01/2013 | Present |
| Central Valley Strategic Wealth Management | Fresno | CA | 06/2024 | Present |
***Fixed insurance; Investment Related; 1350 E Spruce Ave, Fresno, CA 93720; Agent; Life, Annuities, DI, Health, LTC; Start Date: 11/17/2017; 20 per month; 20 during trading hours. KEVIN SULLIVAN POSITION: owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2023 ADDRESS: 1588 tollhouse ln, clovis CA 93611, United States DESCRIPTION: Owner of a condo being rented out. KEVIN SULLIVAN POSITION: owner NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2023 ADDRESS: 1588 tollhouse ln, clovis CA 93611, United States DESCRIPTION: I own a condo which I am renting out to a long time friend that also has mutual funds and life insurance with me. I am renting to him at below market price as he has been a friend for 25+ years, the lower rent is all he can afford, and I want a tenant that I know will pay rent on time. Rent is priced at what I believe will be breakeven for me.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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