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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-26 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | 03/2023 |
| Valenta Capital Management | Northglenn | CO | 05/2016 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | 03/2023 |
| Principal Life Insurance Company | Denver | CO | 04/2023 | Present |
| Principal Securities, Inc. | Denver | CO | 04/2023 | Present |
| Principal Bank And Principal Trust Company | Denver | CO | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-04 |
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