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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| FL | RA | APPROVED | 2020-05-20 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
Brooksville, 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Tampa | FL | 07/2006 | Present |
| Principal Securities Inc | Tampa | FL | 03/2016 | Present |
| Paladin Wealth Management | Tampa | FL | 03/2021 | Present |
**OUTSIDE INSURANCE, BROKER, LIFE, DI, LTC, FIXED ANNUITIES, 1/26/12.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
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