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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-11 |
| FL | RA | APPROVED | 2023-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Lutz | FL | 09/2022 | Present |
| One Source Advisory | Lutz | FL | 10/2021 | 09/2022 |
| Citigroup | Tampa | FL | 06/2021 | 08/2021 |
| Publix | Tampa | FL | 01/2021 | 10/2021 |
| Grand Living At Citrus Hills | Citrus Hills | FL | 06/2018 | 05/2021 |
| Citrus Hills Grille And Tiki Country Club | Hernando | FL | 01/2017 | 12/2018 |
| Sugarmill Woods Golf And Country Club | Homosassa | FL | 08/2016 | 01/2017 |
| Principal Life Insurance Company | Lutz | FL | 01/2023 | Present |
| One Source Advisory | Lutz | FL | 10/2023 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/06/2023 ADDRESS: 17852 US Highway 41 North, Lutz FL 33549, United States DESCRIPTION: Sale of Fixed Life, Annuity, LTC and DI through various Carriers. **OUTSIDE INSURANCE POSITION: LTC, Fixed Annuities, Fixed Life, Health, Group Benefits NATURE: Outside Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2023 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549, United States DESCRIPTION: I will be referring clients to health insurance, fixed annuities, group benefits, and long-term care when the need is present. As I am fully licensed, I will be compensated with commissions directly, some products directly from the carriers, others through my referral sources. **FL SOCCER SRC INC. POSITION: Soccer Referee NATURE: Soccer Referee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 2711 Amble Way, Apt. 207, Land O' Lakes FL 34639, United States DESCRIPTION: I will be getting involved with my community as a soccer referee, officiating youth soccer games from ages 8 to 18.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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