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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| IA | RA | APPROVED | 2016-05-18 |
Branch Locations
1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States
106 S Ford St, Anamosa, IA 52205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Cedar Rapids | IA | 12/2013 | Present |
| Principal Securities | Cedar Rapids | IA | 03/2016 | Present |
*OUTSIDE INSURANCE,SELLING HEALTH INSURANCE THROUGH VARIOUS CARRIERS,3/18/14. ***Fixed Insurance, Fixed life, fixed annuities, DI and LTC, 12/19/16. INSURANCE POSITION: Whitney & Associates NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 2015 Grand Ave, Des Moines IA 50312, United States DESCRIPTION: This is for fixed insurance. PPN sat on application and put me through a whole bunch or worthless follow up to decline the app through Athene so I wanted to find a similar rate outside of PPN. PPN has had horrific turnaround times so I am guiny pig this app to see how long it takes to turn around.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-08 |
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