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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-21 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed 1099 | Cherry Hill | NJ | 07/2016 | 07/2017 |
| Thrivent Financial | Cherry Hill | NJ | 05/2017 | 10/2017 |
| Thrivent Financial | Omaha | NE | 08/2018 | 06/2023 |
| Thrivent Financial | Cherry Hill | NJ | 10/2017 | 08/2018 |
| Principal Life Insurnce Company | Omaha | NE | 05/2023 | Present |
| Principal Securities Inc | Omaha | NE | 05/2023 | Present |
**FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 06/23/2023 ADDRESS: 18205 Capitol Ave Suite 300, Elkhorn NE 68022-4415, United States DESCRIPTION: Fixed Insurance: Life, Disability, Annuities, Long-term care, health, Medicare supplement, group benefits **FEMI'S HEART FOUNDATION POSITION: Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 10012 SEWARD ST, OMAHA NE 68114, United States DESCRIPTION: Treasurer-preparing quarterly and annual reports, submitting required tax docs and depositing donations. Providing guidance on foundation business issues not related to investment. **FRONTLINE CHAPLAINS INTERNATIONAL, INC. PPLDBA IFOC HEARTLAND CHAPLAINS CORPS POSITION: Secretary NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 17 Professional Dr, Temple TX 76504, United States DESCRIPTION: Secretary on leadership team for the Heartland Chaplains Corps chapter of IFOC- taking meeting notes and distributing to chaplains in local chapter and to the International Fellowship of Chaplains home office. Also sending out selective non-financial correspondence per request from leadership team. PRESBYTERIAN CHURCH OF THE CROSS POSITION: Elder NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2026 ADDRESS: 1517 S 114th St, Omaha NE 68144, United States DESCRIPTION: Elder responsible for leading Mission related communications between Mission committee and church leadership (Session)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
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