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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| MO | RA | APPROVED | 2018-08-21 |
Branch Locations
16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 09/2013 | 07/2017 |
| Kalos Capital | Alpharetta | GA | 07/2017 | 07/2018 |
| Kalos Management | Alpharetta | GA | 07/2017 | 07/2018 |
| Principal Life Insurance Company | Saint Louis | MO | 07/2018 | Present |
| Principal Securities, Inc. | Saint Louis | MO | 07/2018 | Present |
| Summers Wealth Management, Llc | St. Louis | MO | 06/2020 | 03/2022 |
| Triskele Financial, Llc | St. Louis | MO | 02/2022 | Present |
**Fixed insurance; Investment Related; St. Louis, MO 63141; Agent; Life, Annuities, LTC, Di, Health, Medicare Supplemental; Start Date: 09/01/2018; 2 hrs per month; 2 during trading hours. **TRISKELE FINANCIAL LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2022 ADDRESS: 625 Maryville Centre Dr, Ste 110, Saint Louis MO 63141-5868, United States DESCRIPTION: Part Owner of LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-18 |
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