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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-21 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Tampa | FL | 06/2013 | Present |
| Principal Securities Inc | Tampa | FL | 06/2013 | Present |
***OUTSIDE INSURANCE. 08/01/0214. SALES OF GROUP HEALTH, FIXED LIFE, DI, FIXED ANNUITIES, LTC THROUGH VARIOUS CARRIERS. ***WILLMAC LLC POSITION: General Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/05/2024 ADDRESS: 4830 W Kennedy Blvd, Suite 550, Tampa FL 33609, United States DESCRIPTION: Started a Single Member LLC for payroll tax purposes and will continue to operate client facing as myself, an individual.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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