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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-22 |
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 |
|---|---|---|---|---|
| Great Eastern Group | Virginia Beach | VA | 07/2019 | 08/2019 |
| Marine Engineer Beneficial Association | Norfolk | VA | 06/2019 | 07/2022 |
| The Mchenry Management Group | Chesapeake | VA | 08/2019 | 06/2022 |
| Conocophillips | Houston | TX | 07/2022 | 08/2025 |
| United States Merchant Marine Academy | Kings Point | NY | 06/2015 | 06/2019 |
| Principal Life Insurance Company | West Des Moines | IA | 09/2025 | Present |
| Principal Securities, Inc. | West Des Moines | IA | 09/2025 | Present |
**FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/02/2025 ADDRESS: 6701 Westown Parkway, Suite 200, West Des Moines IA 50266, United States DESCRIPTION: Fixed Insurance; Life, Disability, Annuities, Long Term Care, Health, Medicare Supplements, Group Benefits. **UNITED STATES NAVAL RESERVE POSITION: Lieutenant NATURE: Military Service INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/15/2019 ADDRESS: 2598 Tarawa Road, Virginia Beach VA 23455, United States DESCRIPTION: Lieutenant - serve in the Naval Reserve for two weeks a year with the Strategic Sealift Officer Force. Possibility for activation during time of war. **DES MOINES DOWNTOWN NEIGHBORHOOD ASSOCIATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2026 ADDRESS: 1000 Grand Ave, Des Moines IA 50309, United States DESCRIPTION: We socialize- enjoying camaraderie with our neighbors. We participate- in local activities, like the downtown farmer's market, National Night Out, and the Iowa State Fair Parade. We educate- through monthly listening sessions with speakers on local issues. We communicate- via our website, email, and social media. We collaborate- with other downtown entities, like Downtown DSM: Future Forward. We advocate- for the neighborhood, working with governmental agencies and elected officials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
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