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Account
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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
| NH | RA | APPROVED | 2025-08-14 |
| OK | RA | APPROVED | 2025-08-13 |
| KS | RA | APPROVED | 2025-08-12 |
| FL | RA | APPROVED | 2025-06-05 |
| MA | RA | APPROVED | 2025-04-23 |
| AR | RA | APPROVED | 2025-01-16 |
| MI | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2025-01-09 |
| SC | RA | APPROVED | 2025-01-09 |
| MN | RA | APPROVED | 2025-01-08 |
| UT | RA | APPROVED | 2025-01-08 |
| VA | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2025-01-07 |
| CO | RA | APPROVED | 2025-01-07 |
| CT | RA | APPROVED | 2025-01-07 |
| IL | RA | APPROVED | 2025-01-07 |
| MD | RA | APPROVED | 2025-01-07 |
| MO | RA | APPROVED | 2025-01-07 |
| NV | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| NY | RA | APPROVED | 2025-01-07 |
| OH | RA | APPROVED | 2025-01-07 |
| PA | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED_RES | 2025-01-07 |
| WA | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Overland Park | KS | 10/2016 | 08/2019 |
| Principal Securities Inc | Overland Park | KS | 10/2016 | 08/2019 |
| Great Western Bank | Overland Park | KS | 06/2012 | 10/2016 |
| Morningstar Investment Services | Chicago | IL | 09/2019 | Present |
***Wag!; Not Investment Related; ; Dog Walker; Walking dogs for those who are unable to walk them on their own.; Start Date: 02/01/2019; 8 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-25 |
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