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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-05-16
  • PA RA
    APPROVED
    Since 2017-05-16

Branch Locations

938 Lincoln Ave Ste 201, Springfield, PA 19064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Villanova Univ Villanova PA 09/1991 09/2020
Gelman & Pelesh Pc Springfield PA 09/1991 Present
Principal Securities Inc Springfield PA 06/2015 Present
Principal Life Insurance Co Springfield PA 05/2015 05/2017
  • 09/1991 → 09/2020
    Villanova Univ
    Villanova, PA
  • 09/1991 → Present
    Gelman & Pelesh Pc
    Springfield, PA
  • 06/2015 → Present
    Springfield, PA
  • 05/2015 → 05/2017
    Principal Life Insurance Co
    Springfield, PA
Previous Registrations
Other Businesses

***Fixed Insurance; Investment Related; Springfield, PA; Agent; Fixed Life, Di, LTC, Annuities, Group Benefits; Start Date: 10/01/2019; 1 hrs per month; 1 during trading hours. ***Gelman & Pelesh PC; Not Investment Related; CPA; Start Date: na hrs per month; during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-30
  • S63 Uniform Securities Agent State Law Examination
    1996-01-30
Designations

View on SEC IAPD

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