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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-16 |
Branch Locations
611 Dairy Ashford Rd. #151, Houston, TX 77079 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Eau Claire | WI | 09/2015 | 09/2017 |
| Princor Financial Services Corporation | Eau Claire | WI | 09/2015 | 09/2017 |
| Guardian Life Insurance Co Of America | Wausau | WI | 10/2017 | 09/2018 |
| Park Avenue Securities, Llc | Wausau | WI | 10/2017 | 10/2018 |
| Mutual Of Omaha | Houston | TX | 09/2018 | 09/2021 |
| Mutual Of Omaha Investment Services | Houston | TX | 10/2018 | 10/2021 |
| Hotaling Insurance Services | Houston | TX | 09/2021 | Present |
| Modern Woodmen Of America | Rock Island | IL | 01/2024 | Present |
| Mwa Financial Services Inc. | Rock Island | IL | 03/2024 | Present |
1) Author, Houston, TX non-investment. Online sales. 10/2013 20 non inv/0 inv. 2) Podcast Host, Houston, TX non-investment. 7/2016. 10 non-inv/0 inv. 3) Hotaling Insurance Services, investment related. Outside Sales Agent offering commercial and P&C. 9/2021 10 non-inv/ 10 inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-10 |
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