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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-22 |
Branch Locations
6500 West Fwy Ste 555, Fort Worth, TX 76116 • United States
999 Corporate Dr Ste 100, Ladera Ranch, CA 92694 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Fort Worth | TX | 11/2013 | Present |
| Principal Securities, Inc. | Fort Worth | TX | 03/2016 | Present |
| Symonds Wealth Management | Fort Worth | TX | 12/2020 | 07/2023 |
| Caltex Wealth Management | Fort Worth | TX | 02/2026 | Present |
| Ascension Benefits & Financial Services | Fort Worth | TX | 04/2026 | Present |
**Fixed Insurance; Investment Related; San Diego, CA; Agent; Life, DI, LTC, Health, Group, Annuities; Start Date: 03/01/2014; 50 hrs per month; 50 during trading hours. **RENTAL PROPERTY POSITION: San Diego Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 337 Mission Villas Rd, San Marcos CA 92069, United States DESCRIPTION: We turned out past condo in San Marcos CA into a rental and currently have tenants that we manage through this property. **STEGER FINANCIAL LLC POSITION: Owner NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/25/2022 ADDRESS: 6500 W Freeway, Suite 555, Fort Worth TX 76116, United States DESCRIPTION: Just an entity for my financial practice for tax purposes at this time. **INSURANCE / CalTex Wealth Management (DBA) POSITION: CalTex Wealth Management NATURE: Disability, Fee Based Planning, Financial Strategies, Group Health Ins, Life Insurance, Annuities, Mutual Funds, Seminars Educational Workshops. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 136 START DATE: 02/01/2026 ADDRESS: 6500 W FREEWAY, SUITE 555, Fort Worth TX 76116, United States DESCRIPTION: Providing advise around Insurance, Retirement and Investment planning for individuals and businesses. **ASCENSION BENEFITS & FINANCIAL SERVICES (DBA) POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 04/17/2026 ADDRESS: 6500 W FREEWAY, SUITE 555, Fort Worth TX 76116, United States DESCRIPTION: Providing advise around insurance, retirement and investment planning for individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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