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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
| IL | RA | APPROVED | 2019-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Davenport | IA | 09/2010 | Present |
| Principal Securities Inc | Davenport | IA | 03/2016 | Present |
**OUTSIDE INSURANCE. BROKER: LIFE, DI, LTC, FIXED ANNUITIES,08/13/13. **ROCKRIDGE HIGH SCHOOL POSITION: Junior Varsity Head Coach NATURE: High School Football Coach INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2023 ADDRESS: 14110 134th avenue west, Taylor Ridge IL 61284, United States DESCRIPTION: Head Junior Varsity Football coach **OVERSON/WHEATLEY FINANCIAL SERVICES POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 212 5th avenue east, Andalusia IL 61232, United States DESCRIPTION: Partnership formed with Jeff Overson for business continuation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-01 |
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