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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Dublin | OH | 11/2008 | Present |
| Principal Securities Inc | Dublin | OH | 03/2016 | Present |
| Lake Forest Financial Advisors | Centerville | OH | 06/2022 | Present |
**OUTSIDE INSURANCE, SELLING HEALTH INSURANCE THROUGH VARIOUS PROVIDERS, 8/15/12. **Fixed Insurance, Fixed life, annuities, DI and LTC, 05/09/16. **Fixed Insurance; Investment Related; Dublin, OH; Agent; Sale and Service of Group Benefit Products; Start Date: 02/28/2020; 2 hrs per month; 2 during trading hours. **LAKE FOREST FINANCIAL ADVISORS (DBA) POSITION: Partner NATURE: Disability Insurance, Life Insurance and Annuities, Financial Strategies and Needs Analysis, Mutual Funds/Securities.VA/VL, Business Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/27/2022 ADDRESS: 5600 Blazer Parkway, Suite 300, Dublin OH 43017, United States DESCRIPTION: Lake Forest Financial Advisors is a group of Principal Financial affiliated advisors that provide insurance, securities, 401k, and fee based financial planning for clients. My title is Partner and my focus is on Investments for High Net Worth clients along with managing 401k plans and consulting with business clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-05 |
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