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Caden Jay Minnich

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-08-10
NC RA APPROVED 2026-08-10
  • IA RA
    APPROVED
    Since 2026-08-10
  • NC RA
    APPROVED
    Since 2026-08-10

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Charlotte NC 06/2026 Present
Elon University Kernodle Center Elon NC 08/2023 05/2026
Topgolf Greensboro NC 06/2025 08/2025
Jellystone Park Of The Finger Lakes Bath NY 06/2022 09/2022
Elon University Elon NC 08/2023 05/2026
Haverling High School Bath NY 09/2019 06/2023
Dana L. Lyon Middle School Bath NY 09/2014 06/2019
Gap Mebane NC 07/2025 07/2025
Pleasant Valley Inn Hammondsport NY 06/2018 11/2018
Pangea Global Tea House Watkins Glen NY 07/2025 08/2025
Principal Securities, Inc. Charlotte NC 06/2026 Present
Principal Advised Services Charlotte NC 07/2026 Present
  • 06/2026 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 08/2023 → 05/2026
    Elon University Kernodle Center
    Elon, NC
  • 06/2025 → 08/2025
    Topgolf
    Greensboro, NC
  • 06/2022 → 09/2022
    Jellystone Park Of The Finger Lakes
    Bath, NY
  • 08/2023 → 05/2026
    Elon University
    Elon, NC
  • 09/2019 → 06/2023
    Haverling High School
    Bath, NY
  • 09/2014 → 06/2019
    Dana L. Lyon Middle School
    Bath, NY
  • 07/2025 → 07/2025
    Gap
    Mebane, NC
  • 06/2018 → 11/2018
    Pleasant Valley Inn
    Hammondsport, NY
  • 07/2025 → 08/2025
    Pangea Global Tea House
    Watkins Glen, NY
  • 06/2026 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 07/2026 → Present
    Principal Advised Services
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-17
  • S66 Uniform Combined State Law Examination
    2026-07-17

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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