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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-02 |
Branch Locations
119 Sycamore St Ste 300, Muscatine, IA 52761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Middle School | Muscatine | IA | 08/2014 | 08/2017 |
| Muscatine High School | Muscatine | IA | 08/2017 | 08/2021 |
| Hy-Vee | Muscatine | IA | 08/2019 | 08/2020 |
| The University Of Iowa | Iowa City | IA | 08/2021 | 05/2024 |
| Retirement Resource Group | Muscatine | IA | 01/2023 | 01/2025 |
| Principal Life Insurance Company | Muscatine | IA | 05/2024 | Present |
| Principal Securities, Inc. | Muscatine | IA | 05/2024 | Present |
| Retirement Resource Group | Muscatine | IA | 01/2025 | Present |
**FIXED INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 7 START DATE: 01/16/2025 ADDRESS: 119 Sycamore Street STE.300, Muscatine IA 52761, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **TTT CHAPTER M POSITION: Camp Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2025 ADDRESS: 2441 Longhurst Ct., Muscatine IA 52761, United States DESCRIPTION: Camp chair; Volunteer to help send girls to camp, my job is to communicate information to the camp and to the parents, and camp sponsors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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