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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| MD | RA | APPROVED | 2015-11-19 |
Branch Locations
6700A Rockledge Dr Ste 300, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Bethesda | MD | 10/2013 | Present |
| Principal Securities Inc | Bethesda | MD | 10/2013 | Present |
| Union Financial Inc | Bethesda | MD | 04/2021 | Present |
*VICTORIA SPRINGS HOME OWNER'S ASSOCIATION. 12/03/2013. PRESIDENT OF NEIGHBORHOOD HOME OWNER'S ASSOCIATION. *LIFEMUSIC, INC. 12/04/2013. FOUNDER, BOARD MEMBER AND CHIEF FINANCIAL OFFICER OF LIFEMUSIC, INC. DBA ALZHEIMER'S MUSIC CONNECT WHICH IS A PRIVATE COMPANY THAT MANUFACTURES AND SELLS SPECIALTY MUSIC ON CDS AND DOWNLOADS. *OUTSIDE INSURANCE. 04/08/2014. BROKER- LIFE, DI, LTC, FIXED ANNUITIES. *RENTAL PROPERTY. 05/29/2014. OWNER. *Fixed Insurance, Group/Individual health, dental, 01/09/17. *Clear Transaction Corporation, Owner. No activity currently.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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