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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| CO | RA | APPROVED | 2010-09-03 |
Branch Locations
4823 Kitchell Way Ste B, Fort Collins, CO 80524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Denver | CO | 01/2007 | Present |
| Mko Financial | Greeley | CO | 08/2010 | Present |
| Principal Life Insurance Company | Fort Collins | CO | 08/2010 | Present |
*Fixed insurance, DI, LTC, Life, Annuities, 9/6/17.***Poudre School District ACE Program Advisory Board; Not Investment Related; Fort Collins, CO; Advisory Board Chairperson; Service would PSD ACE program to complete paperwork for the Colorado Board of Education and for grant requests. Attending ACE Advisory Board meetings. Role does not oversee a budget, does not get involved in policy or program development.; Start Date: 05/27/2020; 1 hrs per month; 1 during trading hours. BETTER BUSINESS BUREAU SERVING NORTHERN COLORADO AND WYOMING POSITION: Advisory Board Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/20/2022 ADDRESS: 8020 S. County Road 5, Ste 100, Windsor CO 80528, United States DESCRIPTION: I will be serving as Chair of the BBB Advisory Board. The Board is not a governing board. We serve to advice and provide community input to the BBB Professional Staff (including the CEO). I will not have authority or access to BBB bank account.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-22 |
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