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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| IA | RA | APPROVED | 2022-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Charles City | IA | 11/2022 | Present |
| Princpal Securities Inc | Charles City | IA | 11/2022 | Present |
| First Security Bank & Trust | Charles City | IA | 08/2015 | 11/2022 |
| Feller And Associates | Charles City | IA | 12/2022 | Present |
**INSURANCE POSITION: Financial Professional NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/03/2023 ADDRESS: 120 N. Main St., Charles City IA 50616, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **MELLEX PARTNERS, INC POSITION: President/Treasurer NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 120 N. Main St., Charles City IA 50616, United States DESCRIPTION: S-corp for tax filing reasons. **FELLER AND ASSOCIATES POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2024 ADDRESS: 120 N. Main St., Charles City IA 50616, United States DESCRIPTION: Legal entity (LP) for business expenses and tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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