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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 01/2015 | 05/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2015 | 05/2019 |
| Us Air Force | Des Moines | IA | 06/2019 | 10/2021 |
| Unemployed | Norwalk | IA | 10/2021 | 03/2022 |
| Principal Life Insurance | Des Moines | IA | 03/2022 | Present |
| Principal Securities | Des Moines | IA | 04/2022 | Present |
| Principal Advised Services | Des Moines | IA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-20 |
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