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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moreton Capital Markets | Salt Lake City | UT | 09/2017 | 03/2018 |
| Shasta Industries | Phoenix | AZ | 12/2015 | 11/2017 |
| Robertson Ryan & Associates | Stevens Point | WI | 12/2017 | 01/2021 |
| Packerland Brokerage Services | Green Bay | WI | 04/2019 | 01/2021 |
| Principal Securities Inc | Stevens Point | WI | 01/2021 | Present |
| Principal Life Insurance Co | Stevens Point | WI | 01/2021 | Present |
| Robertson Ryan & Associates | Stevens Point | WI | 12/2023 | Present |
***Fixed Insurance; Not Investment Related; Stevens Point, WI; Agent; Annuities, Life, DI, LTC, Group Benefits, Health, Commercial, Group Health, Employee Benefits, Personal Lines- Home & Auto etc.; Start Date: 12/01/2017; 200 hrs per month; 200 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
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