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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-18 |
| AZ | RA | APPROVED | 2024-06-26 |
Branch Locations
2231 E Camelback Rd Ste 350, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers Alliance Inc | Fountain Hills | AZ | 08/2022 | 11/2023 |
| Arcadia Steakhouse Llc Jeffrey J Mastro Mbr | Scottsdale | AZ | 06/2022 | 08/2022 |
| Thompson Mccarthy Coffee Co | Klamath Falls | OR | 08/2021 | 08/2022 |
| Bims Lawn & Landscaping Service Inc | Phoenix | AZ | 06/2021 | 08/2021 |
| Teaspressa Llc Allison N Devane Sole Mbr | Phoenix | AZ | 02/2020 | 05/2021 |
| Thompson Mccarthy Coffee Co | Klamath Falls | OR | 03/2018 | 02/2020 |
| Sandwedge Llc Anthony F Leahy Mbr | Colorado Springs | CO | 02/2017 | 04/2017 |
| Principal Life Insurance | Phoenix | AZ | 12/2023 | Present |
| Principal Securities | Phoenix | AZ | 01/2024 | Present |
| Unemployed/Student | Maple Valley | WA | 04/2016 | 02/2017 |
| Student | Maple Valley | WA | 05/2016 | 05/2020 |
INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2024 ADDRESS: 2355 E Camelback Rd #501, Phoenix AZ 85016, United States DESCRIPTION: Fixed insurance: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-18 |
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