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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-06-03 |
Branch Locations
9245 Laguna Springs Dr Ste 100, Elk Grove, CA 95758 • United States
Rancho Cordova, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Elk Grove | CA | 05/2015 | 11/2019 |
| Principal Securities Inc | Elk Grove | CA | 03/2016 | Present |
**RENTAL PROPERTY, OWNER/OPERATOR OF RENTAL PROPERTY IN BALTIMORE, MD, 6/17/15. **Fixed insurance, Annuities, DI, 6/14/16 **Group Benefits; Group life, health and DI; 06/15/2016 **SACRAMENTO LITERACY FOUNDATION POSITION: Committee Member NATURE: Finance Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2022 ADDRESS: 2411 Alhambra Blvd, Suite 120, Sacramento CA 95817, United States DESCRIPTION: As committee member, I will be reviewing financial statements along with other committee members. The treasurer of the board will have final sign off. Committee members are tasked with reviewing statements for accuracy. **BRADSHAW CHRISTIAN SCHOOL POSITION: Basketball Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 5 START DATE: 12/27/2023 ADDRESS: 8324 Bradshaw Road, Sacramento CA 95829, United States DESCRIPTION: Basketball coach for the middle school. Helping students with offensive and defensive drills, scheduling practices, communicating with parents about games and practices, transportation to and from games. **SACRAMENTO LITERACY FOUNDATION POSITION: General Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 2901 K Street, Suite 204, Sacramento CA 95816, United States DESCRIPTION: The Directors have the ultimate fiduciary responsibility for the organization and for the stewardship of all charitable contributions. Our efforts are focused on improving lives by collaborating with organizations in our community to advance literacy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
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