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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Visalia | CA | 05/2010 | 12/2016 |
| Kevin Wright Insurance | Visalia | CA | 04/1989 | Present |
| Principal Securities, Inc. | Visalia | CA | 03/2016 | Present |
| Principal Life Insurance | Visalia | CA | 12/2016 | Present |
| Central Valley Strategic Wealth Management And Insurance Service | Visalia | CA | 03/2025 | Present |
**AMERICAN MARRIAGE MINISTRIES POSITION: Minister NATURE: Licensed Marriage Minister INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2022 ADDRESS: P.O. Box 8107, Visalia CA 93290, United States DESCRIPTION: I am licensed to be an officiant for marriages. As a minister for AMM, can perform weddings and vows for people. **AMVETS POSITION: 1st trustee NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 240 E King St, Tulare CA 93274, United States DESCRIPTION: Appointed to the board as of 7-1-24....Attend public meetings and assist with activities to support Veterans. **INSURANCE POSITION: Broker NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1989 ADDRESS: 134 N. Akers St., Visalia CA 93291, United States DESCRIPTION: Life, DI, Health, Annuities, Group, Workers Comp. **CENTRAL VALLEY STRATEGIC WEALTH MANAGEMENT AND INSURANCE SERVICES (DBA) POSITION: Financial Advisor NATURE: All the activities the existing DBA is doing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2025 ADDRESS: 134 N. Akers St., Visalia CA 93291, United States DESCRIPTION: This is a DBA that is required as I am joining the group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-25 |
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