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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| OH | RA | APPROVED | 2003-01-30 |
Branch Locations
6055 Rockside Woods Blvd Ste 190, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Incorporated | Independence | OH | 10/1995 | Present |
| Principal Life Insurance Company | Independence | OH | 07/1998 | Present |
| The Jesser Group | Independence | OH | 01/2004 | Present |
***OUTSIDE INSURANCE, SELLING & SERVICING INDIVIDUAL AND GROUP MEDICAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LONG TERM CARE INSURANCE, 9/22/11. ***Fixed Insurance, Life, 09/02/16.***Fixed Insurance, Medicare Supplement, 08/03/17.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-13 |
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