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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-25 |
Branch Locations
311 S Central Ave Ste 100, Canonsburg, PA 15317 • United States
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 03/2017 | 01/2020 |
| New York Life Insurance Co. | Pittsburgh | PA | 11/2016 | 01/2020 |
| Turnkey Services | Canonsburg | PA | 08/2014 | 11/2016 |
| Sears | Pittsburgh | PA | 08/2015 | 09/2018 |
| Ashley Homestore | Pittsburgh | PA | 09/2018 | 12/2018 |
| Turnkey Services | Canonsburg | PA | 06/2019 | 10/2024 |
| Colonial Life Insurance | Canonsburg | PA | 06/2021 | 06/2024 |
| Transamerica Agency Network | Pittsburgh | PA | 05/2021 | 06/2024 |
| United Financial Services | Baltimore | MD | 04/2021 | 06/2024 |
| Transamerica Financial Advisors, Inc | Pittsburgh | PA | 01/2022 | 05/2024 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 06/2024 | 10/2024 |
| Pruco Securities Llc | Canonsburg | PA | 06/2024 | 10/2024 |
| Principal Securities | Canonsburg | PA | 11/2024 | Present |
| Principal Life Insurance Co | Canonsburg | PA | 11/2024 | Present |
| Turnkey Services Llc | Canonsburg | PA | 04/1990 | Present |
**OUTSIDE INSURANCE POSITION: Outside Insurance NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2024 ADDRESS: 311 S Central Ave, Canonsburg PA 15301, United States DESCRIPTION: Writing outside fixed and variable insurance with various companies including Life, DI, Annuities, LTC, Health, Medicare, Medicaid, Pennie and similar government funded products, Medical and Dental. This would encompass group and individual products. **ELIZABETH LEY CPA POSITION: CPA NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 311 S Central Ave, Canonsburg PA 15301, United States DESCRIPTION: Tax preparation and accounting services for individuals and businesses. **TURNKEY SERVICES LLC (DBA) POSITION: TurnKey Services LLC NATURE: Group/Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 04/19/1990 ADDRESS: 311 S Central Ave, Canonsburg PA 15301, United States DESCRIPTION: Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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