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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-15 |
| TX | RA | APPROVED | 2020-07-14 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1680 Michigan Avenue Suite 700, Miami Beach, FL 33139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Protection Corp. | Miami Beach | FL | 11/2005 | Present |
| Integrity Alliance, Llc | Miami Beach | FL | 08/2016 | Present |
CAPITAL PROTECTION GROUP POSITION: Owner NATURE: Sales of fixed annuites, life insurance and LTC. Also used as my DBA name for any broker dealer related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2005 ADDRESS: 1680 Michigan Ave., Ste 700., Capital Protection Group FL 33139, United States DESCRIPTION: Meeting with clients. Assessing needs of fixed investments or insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
| S66 | Uniform Combined State Law Examination | 1999-06-01 |
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