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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-08 |
| CA | RA | APPROVED | 2003-04-29 |
Branch Locations
9245 Laguna Springs Dr Ste 100, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Elk Grove | CA | 05/1995 | Present |
| Principal Securities Inc | Elk Grove | CA | 06/1995 | Present |
| Juilano Financial Services | Elk Grove | CA | 09/2002 | 09/2022 |
| Almond Valley Wealth Management | Elk Grove | CA | 12/2020 | Present |
**OUTSIDE INSURANCE HEALTH AND GROUP BENEFITS, BROKER, 1/4/11. **Fixed Insurance; Investment Related; Elk Grove, CA; Agent; Fixed Life, Annuity, DI; Start Date: 12/19/2020; 2 hrs per month; 2 during trading hours. **INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2020 ADDRESS: 9245 Laguna Springs Drive, STE 100, Elk Grove CA 95758, United States DESCRIPTION: Fixed Life, Annuity, DI, Long Term Care **GRACE COMMUNITY CHURCH POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 9661 Elk Grove Florin Rd A, Elk Grove CA 95624, United States DESCRIPTION: Oversee direction of local church, help with direction of church budget, building repairs, improvements and scheduling. The church administrator writes checks and oversees daily business activities. I am a backup signer. Three other individuals take priority over me. Two signatures are required.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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