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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| MO | RA | APPROVED | 2025-05-05 |
Branch Locations
16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States
Parrish, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Creve Coeur | MO | 07/2023 | 04/2025 |
| New York Life Insurance Company | Creve Coeur | MO | 07/2023 | 04/2025 |
| Hawkeye Hotels | Saint Louis | MO | 02/2022 | 07/2023 |
| Kahela Hospitality | Chesterfield | MO | 12/2020 | 02/2022 |
| North Point Hospitality | Nashville | TN | 07/2019 | 11/2020 |
| Northpoint Hospitality | Nashville | TN | 06/2019 | 11/2020 |
| Marriott | Columbia | MO | 02/2019 | 05/2019 |
| Margaritaville | Osage Beach | MO | 05/2018 | 08/2018 |
| University Of Missouri | Columbia | MO | 08/2015 | 05/2019 |
| Principal Life Insurance Company | Saint Louis | MO | 04/2025 | Present |
| Principal Securities, Inc. | Saint Louis | MO | 04/2025 | Present |
**INSURANCE POSITION: Insurance OBA NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2025 ADDRESS: 625 Maryville Centre Drive Suite 110, Saint Louis MO 63141, United States DESCRIPTION: The Insurance OBA is in relation to my activity as a financial advisor and offering insurance solutions through crump and outside group benefit providers to my clients. The solutions to be offered include fixed/ indexed/ variable annuities and term/ variable/ whole life insurance as well as disability income insurance, long term and short-term disability, and health insurance. **LASALLE PARK RENTALS POSITION: Real Estate NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 55 Garden Lane, Maryland Heights MO 63043, United States DESCRIPTION: I own 3 properties that I rent out and receive rent from the tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-16 |
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