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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-15 |
| FL | RA | APPROVED | 2006-08-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Princor Financial Services | Lutz | FL | 08/2006 | Present |
| Principal Life Insurance Co | Lutz | FL | 08/2006 | Present |
| Dbg Financial Group | Lutz | FL | 08/2013 | 01/2017 |
| One Source Advisory Llc | Lutz | FL | 04/2016 | Present |
**KW FINANCIAL SERVICES, FL, 11/16/10, S CORP TO RECEIVE COMPENSATION, TAX PURPOSES ONLY, NO BUSINESS DONE UNDER THIS NAME, NOT INVESTMENT RELATED. **OUTSIDE INSURANCE, LTC, FIXED ANNUITIES, LIFE, DI, HEALTH, GROUP BENEFITS, 10/21/14. **INTRUST BUSINESS PARTNERS, LLC, OWNER/MANAGING MEMBER, LLC ESTABLISHED FOR GROUP OF BUSINESS PARTNERS TO RUN THEIR GROUP BENEFITS COMMISSIONS THROUGH AND TO SPLIT COSTS ON STAFF AND RESOURCES, 7/10/15. **ONE SOURCE ADVISORY LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: 17852, US Highway 41 North, Lutz FL 33549, United States DESCRIPTION: This is a marketing name only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
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