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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-18
TX RA APPROVED 2023-01-09
  • PA RA
    APPROVED
    Since 2023-01-18
  • TX RA
    APPROVED
    Since 2023-01-09

Branch Locations

550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States

Matawan, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Wayne PA 01/2023 Present
Principal Securities, Inc. Wayne PA 11/2022 Present
Laudadio Wealth Management Wayne PA 09/2022 11/2022
Naval Air Systems Lakehurst NJ 08/2017 09/2022
Unemployed Victor NY 05/2017 08/2017
Lehigh University Bethlehem PA 08/2015 05/2017
Lehigh University Bethlehem PA 08/2013 05/2017
Laudadio Wealth Management Group Wayne PA 01/2023 Present
  • 01/2023 → Present
    Principal Life Insurance Company
    Wayne, PA
  • 11/2022 → Present
    Wayne, PA
  • 09/2022 → 11/2022
    Laudadio Wealth Management
    Wayne, PA
  • 08/2017 → 09/2022
    Naval Air Systems
    Lakehurst, NJ
  • 05/2017 → 08/2017
    Unemployed
    Victor, NY
  • 08/2015 → 05/2017
    Lehigh University
    Bethlehem, PA
  • 08/2013 → 05/2017
    Lehigh University
    Bethlehem, PA
  • 01/2023 → Present
    Laudadio Wealth Management Group
    Wayne, PA
Other Businesses

**OUTSIDE INSURANCE POSITION: Outside Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/03/2023 ADDRESS: 550 E. Swedesford Rd., Suite 240, Wayne PA 19087, United States DESCRIPTION: Writing fixed life, DI, Annuities, health, group products, LTC. **LAUDADIO WEALTH MANAGEMENT GROUP (DBA) POSITION: DBA NATURE: Fee-based Financial Planning*Financial Strategies/Needs Analysis Group/Health Insurance Life Insurance/AnnuitiesMutual Funds/Securities/ VA / VL Seminars/Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/07/2025 ADDRESS: 550 E Swedesford Rd, Ste 240, Wayne PA 19087, United States DESCRIPTION: This is a DBA for my team of Principal Securities advisors. **OBA FOR LLC POSITION: OBA for LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/07/2025 ADDRESS: 550 E Swedesford Rd, Ste 240, Wayne PA 19087, United States DESCRIPTION: Part owner of the LLC. This LLC is utilized to employ private staff (payroll) and streamline expenses. Nothing else will be associated with this LLC. **SUNNYSIDE KITCHEN, LLC POSITION: Vice President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2025 ADDRESS: 253 Main Street Ste 121, Matawan NJ 07747, United States DESCRIPTION: My husband is the sole owner of the LLC, and I am the Vice President. Through this business, my husband primarily conducts cooking demonstrations for organizations (primarily libraries and clubs), to teach attendees how to make new cuisines. At times he caters for small groups at their location. He also may sell merchandise (such as t-shirts) and eventually food products (such as hot sauces).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2022-12-12
Designations

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