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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-10-24 |
Branch Locations
3500 Blue Lake Dr Ste 280, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Vestavia Hills | AL | 05/2012 | 11/2017 |
| Mass Mutual Life Insurance Company | Vestavia Hills | AL | 10/2017 | 10/2019 |
| Mml Investors Services | Vestavia Hills | AL | 11/2017 | 10/2019 |
| The Priestley Company Inc | Vestavia | AL | 11/1987 | 10/2019 |
| Principal Life Insurance Company | Birmingham | AL | 10/2019 | Present |
| Principal Securities Inc | Birmingham | AL | 10/2019 | Present |
| Tpc Benefits | Birmingham | AL | 11/2019 | Present |
***Fixed Insurance; Investment Related; Birmingham, AL; Agent; Fixed Life, Annuity, DI, LTC, Group Benefits; Start Date: 08/03/2020; 160 hrs per month; 160 during trading hours. ***The Priestly Company; Not Investment Related; Birmingham, AL; Owner; C corp for group benefits business, sole owner; Start Date: 08/03/2020; 160 hrs per month; 160 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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