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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-20 |
| IA | RA | APPROVED | 2017-05-31 |
Branch Locations
520 S Pierce Ave Ste 212, Mason City, IA 50401 • United States
328 Washington St, Decorah, IA 52101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Mason City | IA | 10/2013 | Present |
| Feller & Associates | Klemme | IA | 01/2017 | 07/2018 |
| Principal Securities Inc | Mason City | IA | 03/2016 | Present |
***OUTSIDE INSURANCE,SALES AND SERVICE OF FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, 5/6/15. BMW MANAGEMENT LLC POSITION: Member NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2023 ADDRESS: 403 Morningside Dr, PO Box 63, Klemme IA 50449, United States DESCRIPTION: My spouse (Megan) and I created an LLC to purchase and manage out commercial real estate properties. It is filed with the State of Iowa. It is a 2 member LLC partnership in which I am 40% owner and authorized to conduct business on behalf of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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