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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-06 |
| DC | RA | APPROVED | 2024-04-23 |
| IA | RA | APPROVED | 2024-02-19 |
Branch Locations
6700 Rockledge Dr Bldg A Ste 350, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Unemployed | N/A | XX | 09/2011 | 12/2016 |
| Vanguard | Malvern | PA | 01/2017 | 08/2018 |
| Merrill Lynch | Jenkintown | PA | 11/2018 | 01/2020 |
| Merrill Lynch | Pennington | NJ | 01/2020 | 09/2021 |
| Principal Life Insurance Company | Washington | DC | 01/2021 | Present |
| Principal Securities Inc | Washington | DC | 10/2021 | Present |
| Principal Advised Services | Washington | DC | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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