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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-06 |
| PA | RA | APPROVED | 2014-08-06 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wayne | PA | 12/2013 | Present |
| Principal Securities Inc | Wayne | PA | 12/2013 | Present |
| Kodiak Wealth Management | Wayne | PA | 12/2017 | Present |
**OUTSIDE INSURANCE, P&C, FIXED LIFE & ANNUITIES, DI, LTC, GROUP, HEALTH, 3/31/15. **RENTAL PROPERTY, CO-OWNER, 6/11/15. **Kodiak Wealth Management LLC; Not Investment Related; 301 Church St, Conshohocken, PA 19428; Owner; LLC established to hold name of DBA; Start Date: 12/17/2017; 0 hrs per month; 0 during trading hours. **West Conshohocken Planning Commission; Not Investment Related; Conshohocken, PA; Unpaid position obtained through appointment by borough council. The role of the planning commission is to advise on issues and policies related to planning, land use regulation, and community development.; Start Date: 02/06/2020; 3 hrs per month; 0 during trading hours. **KODIAK TAX SOLUTIONS POSITION: Owner NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 104 Apel Ave, Oreland PA 19075, United States DESCRIPTION: It is an existing tax preparation business I am purchasing. The business is primarily engaged in preparing tax returns for individual and businesses **WEST CONSHOHOCKEN ZONING BOARD POSITION: West Conshohocken Zoning Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 112 Ford St, West Conshohocken PA 19428, United States DESCRIPTION: Zoning board member, appointed by Borough Council. Meet monthly with the rest of the board to review zoning concerns within the borough. **ATLAS VZ LLC POSITION: Atlas VZ LLC NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2026 ADDRESS: 157 Cedar Ave, Conshohocken PA 19428, United States DESCRIPTION: This is an LLC created to own a residential real estate property in Port Royal South Carolina.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-27 |
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