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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2021-06-17 |
| NE | RA | APPROVED | 2007-09-19 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Elkhorn | NE | 07/2002 | Present |
| Dc Retirement Strategies | Elkhorn | NE | 01/2007 | Present |
| Principal Life Insurance Company | Elkhorn | NE | 07/2002 | Present |
| Helix Benefits Group | Elkhorn | NE | 09/2019 | 08/2023 |
**INSURANCE SALES, SALES, 12/1/11. **MEDICARE SUPPLEMENTS POSITION: Owner / Financial Advisor NATURE: Fee-based Financial Planning, Financial Strategies/Needs Analysis Group/Health Insurance Life Insurance/Annuities Mutual Funds/Securities/ VA / VL / Medicare Supplements INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/16/2004 ADDRESS: 18205 Capitol Ave, Suite 300, Elkhorn NE 68022, United States DESCRIPTION: The only change is adding Medicare Supplements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-25 |
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