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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-04-01 |
Branch Locations
12550 W Explorer Dr Ste 100, Boise, ID 83713 • United States
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Boise | ID | 03/2014 | 03/2025 |
| Thrivent Financial | Appleton | WI | 03/2015 | 03/2025 |
| Principal Life Insurance Company | Eagle | ID | 03/2025 | Present |
| Principal Securities, Inc. | Eagle | ID | 03/2025 | Present |
**INSURANCE POSITION: Insurance Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/14/2025 ADDRESS: 2575 E Bonita Hills St, Eagle ID 83616, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. **IDAHO AIR NATIONAL GUARD POSITION: Lieutenant Colonel NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/14/2025 ADDRESS: 2575 E Bonita Hills St, Eagle ID 83616, United States DESCRIPTION: Serving as a Lieutenant Colonel in the Idaho Air National Guard on a Command Staff that advises Wing Leadership. **CONNECTHER IDAHO POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/14/2025 ADDRESS: 2575 E Bonita Hills St, Eagle ID 83616, United States DESCRIPTION: 501c6 supporting Women's Professional Development, Financial Literacy, and Networking in Southern Idaho. I serve on the board as an event coordinator. **EAGLE CARPET PROS POSITION: Co-Owner NATURE: Co-Owner INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2025 ADDRESS: 2575 E Bonita Hills St, Eagle ID 83616, United States DESCRIPTION: Floor care company serving the Treasure Valley, we specialize in Carpets, Tile, and all your floor care needs. **IDAHO BUSINESS FOR EDUCATION POSITION: Membership Committee Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 04/17/2025 ADDRESS: 2575 E Bonita Hills St, Eagle ID 83616, United States DESCRIPTION: Serving as Membership Committee Chair on the Board for Idaho Business for Education. The Membership Development Committee exists to support the growth, retention, and engagement of Idaho Business for Education's membership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
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