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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-24 |
Branch Locations
3500 Blue Lake Dr Ste 280, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Birmingham | AL | 07/2011 | 04/2022 |
| Bankers Life Securities, Inc. | Birmingham | AL | 05/2016 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 04/2022 | 03/2025 |
| Bank Of America, N.A. | Birmingham | AL | 06/2022 | 03/2025 |
| Principal Life Insurance Company | Birmingham | AL | 03/2025 | Present |
| Principal Securities, Inc. | Birmingham | AL | 03/2025 | Present |
**CONDO POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2016 ADDRESS: 633 West Beach BLVD, Unit 403, Gulf Shores AL 36542, United States DESCRIPTION: Rental income for Beach Condo. **INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2025 ADDRESS: 3500 Blue Lake Drive, 280, Birmingham AL 35243, United States DESCRIPTION: Sales of Fixed Annuity, Life, DI, LTC and Medicare Supplements through various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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