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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 |
| MA | RA | APPROVED | 2006-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Weston | MA | 02/1994 | Present |
| Principal Securities Inc | Weston | MA | 03/2016 | Present |
OWNING YOUR HEALTH IS OUR PFG PROGRAM POSITION: Owning Your Health NATURE: Volunteered for internal PFG wellness program & lead the team to stand it up. Attended conference of the non-profit who supported us and recorded a podcast with them. No money changed hands, they donated their services to us. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 438 Glen Rd, Weston MA 02493-1418, United States DESCRIPTION: I don't have a title for this small all-volunteer pilot program at Principal. Back in July 2024, Dan Houston & our CHRO (Jon Couture at the time) gave me the go-ahead to work w/a few other volunteers to stand up a pilot program - backed by The Physician's Committee for Responsible Medicine for 240 employees at Principal. We worked to get this ready & launched on Jan 7, 2025 and ran the 16 week health recovery program through April 2025. Since then, we have continued to support the participants through a Teams chat and occasional Teams meetings. In August 2025 I travelled to Washington DC with a few of our participants to attend PCRM's International Conference on Nutrition in Medicine. I attended sessions, was not a speaker, nor an exhibitor, and only there to learn. Our team and I were invited to share our Owning Your Health story on their "Exam Room" podcast.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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