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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chattanooga | TN | 07/2018 | 03/2021 |
| Student | Hilo | HI | 08/2013 | 06/2019 |
| Allstate Financial Services | Hixson | TN | 07/2021 | 09/2024 |
| Principal Life Insurance Company | Chattanooga | TN | 09/2024 | Present |
| Principal Securities, Inc. | Chattanooga | TN | 09/2024 | Present |
| Precision Asset Management | Chattanooga | TN | 02/2025 | Present |
| Dlr Sales | San Francisco | CA | 03/2021 | 07/2021 |
| Research Corporation Of The University Of Hawaii | Hilo | HI | 11/2017 | 07/2018 |
**BNI POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 12 START DATE: 02/01/2023 ADDRESS: 633 Chestnut st, Suite 2100, Chattanooga TN 37450, United States DESCRIPTION: I am the current President of my BNI chapter. I have no access to chapter funds and am not on the bank account in any way. My main responsibility is running the weekly meetings. **FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2024 ADDRESS: 1200 Mountain Creek Rd, suite 441, Chattanooga TN 37408, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. **PRECISION ASSET MANAGEMENT (DBA) POSITION: Precision Asset Management NATURE: All activities as a Principal IAR and RR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/20/2025 ADDRESS: 1200 Mountain Creek Rd, Suite 441, Chattanooga TN 37405, United States DESCRIPTION: Precision Asset Management will be a DBA for my activities as a Principal RR and IAR. The products and services will be all activities as a Principal IAR and RR. To include investment sales, commission based and fee based of mutual funds, ETF's, UIT's, securities, VA and VL. Life insurance, DI, LTC and fixed and fixed indexed annuities through Principal and PPN. Fee based financial planning. Group workplace benefits. There is no intention of selling or otherwise providing any products or services outside of what is provided by Principal, either directly or through authorized sources like PPN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
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