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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Balfour Beatty Construction | Jacksonville | FL | 01/2020 | 11/2025 |
| Principal Securities, Inc. | Windermere | FL | 11/2025 | Present |
| University Of North Florida | Jacksonville | FL | 06/2016 | 12/2019 |
| Whiting-Turner Contracting Company | Jacksonville | FL | 01/2017 | 08/2019 |
| Principal Life Insurance Company | Windermere | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-18 |
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