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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
| FL | RA | APPROVED | 2018-11-01 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Tampa | FL | 08/2015 | 02/2017 |
| Michini Wealth Management | Tampa | FL | 10/2015 | 10/2016 |
| Principal Life Insurance | Tampa | FL | 02/2017 | Present |
| Principal Securities | Tampa | FL | 03/2016 | Present |
| Manderson Wealth Strategies | Tampa | FL | 10/2020 | Present |
***Fixed Insurance, Life, Annuities, LTC, DI, 02/14/17. ***Fixed Insurance; Investment Related; Tampa, FL; Broker; Group Benefits; Start Date: 02/13/2020; 1 hrs per month; 1 during trading hours. ***SAFETY HARBOR CHAMBER OF COMMERCE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/14/2021 ADDRESS: 200 Main St., Safety Harbor FL 34695, United States DESCRIPTION: Board member at the Safety Harbor Chamber of Commerce. This role will entail being active within the community and helping to make decisions, not investment/financial, that are in the best interest of the community. ***MANDERSON FINANCIAL GROUP, LLC POSITION: Owner/MGR NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 11316 Oakhaven Dr., Pinellas Park FL 33782, United States DESCRIPTION: My CPA recommended that I create an LLC for tax purposes. I will not be promoting Manderson Financial Group, LLC and will be continuing to use my DBA Manderson Wealth Strategies. ***SACRED HEART CATHOLIC CHURCH POSITION: Finance Council Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2024 ADDRESS: 7809 46th Way North, Pinellas Park FL 33781, United States DESCRIPTION: Member of the Sacred Heart Catholic Church Finance council. This role discusses the churches balance sheets, expenses, assets, and liabilities with the other finance council members for the greater good of the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
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