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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| IA | RA | APPROVED | 2020-11-03 |
Branch Locations
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | West Des Moines | IA | 12/2010 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | West Des Moines | IA | 07/2016 | 10/2020 |
| Mml Investors Services, Llc | West Des Moines | IA | 03/2017 | 10/2020 |
| Principal Securities Inc | West Des Moines | IA | 10/2020 | Present |
| Principal Life Insurance Co | West Des Moines | IA | 10/2020 | Present |
**Fixed Insurance; Investment Related; West Des Moines, IA; Agent; Life, DI, Group Benefits, Health, Annuities; Start Date: 11/05/2020; 30 hrs per month; 25 during trading hours. **F SQUARED GROUP POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 3309 Skyline Drive, Des Moines IA 50310, United States DESCRIPTION: LLC, S Corp being established for tax reasons. No other activity will be performed within this OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-29 |
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