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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-05-07 |
Branch Locations
4535 Missouri Flat Rd Ste 1E Rm B, Placerville, CA 95667 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Roseville | CA | 02/2013 | 12/2016 |
| Princor Financial Services Corp | Roseville | CA | 02/2013 | 12/2016 |
| Sanders Financial Design & Insurance Solutions | El Dorado Hills | CA | 08/2014 | 12/2016 |
| Jp Morgan Chase Bank | Placerville | CA | 09/2024 | 01/2025 |
| Dabella | Placerville | CA | 07/2024 | 09/2024 |
| Love Birds Coffee & Tea Company | Diamond Springs | CA | 03/2015 | 02/2025 |
| Principal Securities, Inc. | Placerville | CA | 02/2025 | Present |
| Principal Life Insurance Company | Placerville | CA | 02/2025 | 04/2026 |
| Sanders Financial Design & Insurance Solutions | Placerville | CA | 05/2025 | Present |
**INSURANCE / Sanders Financial Design & Insurance Solutions (DBA) POSITION: Director NATURE: Business Consulting DI/A&H Insurance Fee-based Financial Planning/Financial Strategies/Needs Analysis Group/Health Insurance Life Insurance/AnnuitiesMutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/29/2025 ADDRESS: 4535 Missouri Flat Rd, Suite E, Room B, Placerville CA 95667, United States DESCRIPTION: Director. Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. **REGISTERED PRIVATE STAFF POSITION: Registered Private Staff NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2026 ADDRESS: 4535 Missouri Flat Rd, Suite 1E, Room B, Placerville CA 95667, United States DESCRIPTION: Title: Executive Assistant Role: Administrative Support for Principal Financial Advisor, Rick Love. Responsibilities: Filling out applications, following up with clients, product support, onboarding businesses and their employees in healthcare enrollment and group benefits, running albridge reports for client meetings, general administrative assistance. Products & Services: Approved products by Principal, PPN and Approved Vendors (i.e. Cal Choice, etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-24 |
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