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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 |
| IA | RA | APPROVED | 2017-10-09 |
Branch Locations
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dc Retirement Strategies | West Des Moines | IA | 02/2020 | 08/2020 |
| Principal Securities Inc | W Des Moines | IA | 03/2016 | Present |
| Principal Life Insurance Co | W Des Moines | IA | 02/2010 | Present |
| Naviture | West Des Moines | IA | 08/2020 | Present |
**OUTSIDE INSURANCE, SALE AND SERVICE OF FIXED LIFE, FIXED ANNUITIES, INDEXED ANNUITIES, AND LONG-TERM CARE, HEALTH,5/15/15. **Fixed Insurance; Investment Related; Ft Dodge, IA; Agent; Medicare Supplement, Group Health, Life, DI; Start Date: 10/19/2020; 3 hrs per month; 3 during trading hours. **NAVITURE LLC POSITION: Naviture, LLC NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2021 ADDRESS: 6701 Westown Pkwy, Suite 200, West Des Moines IA 50266, United States DESCRIPTION: This is our DBA that we will start using in November of 2021. We have emails being created by Principal. Our website is fully approved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-26 |
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