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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| CA | RA | APPROVED | 2006-02-17 |
Branch Locations
4370 La Jolla Village Dr Ste 1025, San Diego, CA 92122 • United States
San Diego, CA • 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 Securities Inc | San Diego | CA | 02/1985 | Present |
| Principal Life Insurance Company | San Diego | CA | 07/1998 | Present |
| Anderson Legacy Advisors | San Diego | CA | 05/2026 | Present |
**GROUP BENEFITS, SELLING GROUP & INDIVDUAL MEDICAL, DENTAL, VISION THRU VARIOUS CARRIES, 1/10-PRESENT, NOT INVESTMENT RELATED. **OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE AND DISABILITY INSURANCE THROUGH VARIOUS CARRIERS, 11/05/14. **ANDERSON LEGACY ADVISORS (DBA) POSITION: Owner/Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2026 ADDRESS: 4370 La Jolla Village Dr., Suite 1025, San Diego CA 92122, United States DESCRIPTION: My son, Sky Anderson, and I would like to establish a website with URL www.andersonlegacyadvisors.com. This website will be a landing page for customers to find contact information and products/services we offer. Services include the following for both individuals and businesses: life insurance, disability Income insurance, health insurance, group insurance, managed accounts, mutual funds, retirement accounts, and annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-01 |
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