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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-07
  • CA RA
    APPROVED
    Since 2025-02-07

Branch Locations

134 N Akers St, Visalia, CA 93291 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2010 → 12/2016
    Principal Life Ins Co
    Visalia, CA
  • 04/1989 → Present
    Kevin Wright Insurance
    Visalia, CA
  • 03/2016 → Present
    Visalia, CA
  • 12/2016 → Present
    Principal Life Insurance
    Visalia, CA
  • 03/2025 → Present
    Central Valley Strategic Wealth Management And Insurance Service
    Visalia, CA
Other Businesses

**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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2010-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2010-08-25

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