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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
Branch Locations
5080 Spectrum Dr Ste 1200E, Addison, TX 75001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 10/2022 |
| Pruco Securities, Llc | Plano | TX | 11/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Plano | TX | 11/2022 | 12/2024 |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | 12/2024 |
| Principal Life Insurance Company | Addison | TX | 12/2024 | Present |
| Principal Securities, Inc. | Addison | TX | 12/2024 | Present |
**INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/28/2025 ADDRESS: 5800 Spectrum Dr, Ste 1200E, Addison TX 75001, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **KYLE TREADWELL POSITION: Music Judge NATURE: Music Festival Judge INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 2517 Collins Blvd, Garland TX 75044, United States DESCRIPTION: One time service as a judge for a school music festival. **PRECISION METALFORMING ASSOCIATION LONESTAR CHAPTER POSITION: Membership Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/05/2025 ADDRESS: 2517 Collins Blvd, Garland TX 75044, United States DESCRIPTION: Membership Chair helps recruit ideal businesses into the organization by educating about the benefits of membership including education, training, and employee benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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