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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-10-19 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Wayne | PA | 01/1984 | Present |
| Principal Securities Inc | Wayne | PA | 04/1984 | Present |
**OUTSIDE INSURANCE, FIXED LIFE & ANNUITIES, LTC, DI, GROUP, HEALTH, 3/31/15. **Our Mother of Consolation Alumni Association; Not Investment Related; Philadelphia, PA; Vice President; Build membership. No check writing or funds handling, no investment decision making; Start Date: 01/26/2019; 10 hrs per month; 0 during trading hours. **LLC FOR BUSINESS EXPENSES POSITION: Dwyer Wealth Management LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/16/2024 ADDRESS: 550 E. Swedesford Road, Suite 240, Wayne PA 19087, United States DESCRIPTION: We established an LLC for our team under Dwyer Wealth Management LLC. Michael Dwyer, Brendan Dwyer, and I are equal partners of the LLC. We will be using the LLC for business expenses such as taxes, payroll etc. **DWYER BROTHERS PARTNERSHIP POSITION: Co-owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: None, Ambler PA 11111, United States DESCRIPTION: Update - This partnership is now dormant and there are no plans to utilize in the future. The building has been sold and there is no rental income being collected.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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