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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-21 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Senior Services | Bowling Green | KY | 08/2024 | Present |
| Kellogg Insurance | Draper | UT | 01/2016 | 08/2024 |
| Osu Solutions | Syosset | NY | 01/2021 | 01/2022 |
| Charter Communications | Overland Park | KS | 03/2024 | 08/2024 |
| Scotts/True Green Lawn Service | Lees Summit | MO | 01/2015 | 01/2017 |
| Principal Life Insurance Company | Overland Park | KS | 11/2025 | Present |
| Principal Securities, Inc. | Overland Park | KS | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-18 |
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