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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associate Staffing | Des Moines | IA | 01/2025 | 04/2025 |
| Principal Securities, Inc. | Des Moines | IA | 01/2025 | Present |
| Weed Man Lawn Care | Urbandale | IA | 11/2024 | 12/2024 |
| Premium Choice Insurance | Encino | CA | 02/2022 | 11/2024 |
| Selectquote | Overland Park | KS | 10/2021 | 12/2021 |
| Oakwood Specialty Care | Albia | IA | 07/2021 | 09/2021 |
| Unemployed | Mystic | IA | 01/2022 | 01/2022 |
| Not Working | Mystic | IA | 11/2020 | 06/2021 |
| United States Census Bureau | Suitland | MD | 07/2020 | 10/2020 |
| Honey Creek Resort | Moravia | IA | 02/2020 | 10/2020 |
| Centerville Community Betterment | Centerville | IA | 09/2019 | 01/2020 |
| Cedar Falls Brown Bottle | Cedar Falls | IA | 02/2019 | 08/2019 |
| Hyvee | Cedar Falls | IA | 08/2018 | 01/2019 |
| Pump Haus Pub And Grill | Cedar Falls | IA | 12/2017 | 07/2018 |
| Chad's Pizza | Cedar Falls | IA | 08/2017 | 11/2017 |
| Unemployed | Centerville | IA | 06/2017 | 07/2017 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2017 | 08/2019 |
| Indian Hills Community College | Ottumwa | IA | 06/2015 | 05/2017 |
| Indian Hills Community College | Ottumwa | IA | 08/2016 | 05/2017 |
| Principal Life Insurance Co | Des Moines | IA | 04/2025 | Present |
| Principal Advised Services | Des Moines | IA | 04/2025 | Present |
**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/07/2025 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP- advice, education and sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/07/2025 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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