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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-01 |
Branch Locations
3333 Finley Rd Ste 500, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Orland Park | IL | 07/2015 | 09/2016 |
| Scottrade, Inc. | Wilmette | IL | 09/2016 | 02/2018 |
| Td Ameritrade, Inc. | Wilmette | IL | 02/2018 | 08/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 08/2020 |
| Td Ameritrade | Davenport | IA | 09/2019 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2020 | 11/2023 |
| Bank Of America, N.A. | Chicago | IL | 11/2020 | 11/2023 |
| Scottrade Investment Management | Wilmette | IL | 09/2016 | 02/2018 |
| Tiaa | Evanston | IL | 11/2023 | 06/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Evanston | IL | 11/2023 | 06/2025 |
| Principal Securities, Inc. | Downers Grove | IL | 06/2025 | Present |
| Principal Life Insurance Company | Downers Grove | IL | 06/2025 | Present |
PMA POSITION: PMA Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 6900 S. Edgerton Rd #107, Brecksville OH 44141, United States DESCRIPTION: Governance & Strategic Planning, Membership Development, Welcome and onboard new members., Event Support, Industry Advocacy, Committee Participation, Community & Outreach, Leadership Responsibilities, Networking & Relationship Building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
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