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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-04-25 |
Branch Locations
5080 Spectrum Dr Ste 1200E, Addison, TX 75001 • United States
2300 Highland Village Rd Ste 2222, Highland Vlg, TX 75077 • United States
Flower Mound, TX • United States
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Highland Village | TX | 12/2005 | Present |
| Helm Financial Group | Highland Village | TX | 05/2019 | Present |
| Principal Securities Inc | Highland Village | TX | 03/2016 | Present |
***BENEFIT MALL,03/28/2011, HEALTH INSURANCE SALES. ***OUTSIDE INSURANCE, TERM, DI, HEALTH, FIXED ANNUITIES, GROUP, LTC, 7/21/11. ***Involved for Life, Inc.; Not Investment Related; Dallas, TX; Board Member; ; Start Date: 11/10/2018; 0 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
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