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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
| CA | RA | APPROVED | 2024-03-25 |
Branch Locations
9245 Laguna Springs Dr Ste 100, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marco Rodriguez | Elk Grove | CA | 01/2023 | 02/2024 |
| Exp Realty | Sacramento | CA | 03/2022 | 12/2022 |
| Ca State Parks | Sacramento | CA | 07/2021 | 02/2022 |
| Newport Group | Folsom | CA | 12/2020 | 06/2021 |
| Unemployed | Sacramento | CA | 01/2020 | 11/2020 |
| Ecc | Loch Sheldrake | NY | 01/2019 | 12/2019 |
| Gateway Nra | Sandy Hook | NJ | 04/2018 | 08/2018 |
| Amf Land Park Lanes | Sacramento | CA | 11/2017 | 04/2018 |
| Epicure Catering | Sacramento | CA | 08/2015 | 10/2017 |
| Csus | Sacramento | CA | 06/2013 | 12/2018 |
| Principal Securities Inc | Elk Grove | CA | 06/2023 | Present |
| Principal Life Insurance Company | Elk Grove | CA | 06/2023 | Present |
INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2024 ADDRESS: 9245 Laguna Springs dr #100, Elk Grove CA 95758, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-16 |
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