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801 Grand Ave, Des Moines, IA 50392-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Lynchburg | VA | 08/2013 | 05/2017 |
| Tgi Fridays | Lynchburg | VA | 10/2015 | 01/2017 |
| Jill'S House | Vienna | VA | 12/2016 | 05/2017 |
| Principal Life Insurance Co | Midlothian | VA | 05/2017 | Present |
| Principal Securities Inc | Midlothian | VA | 06/2017 | Present |
| Principal Asset Management | Midlothian | VA | 03/2026 | Present |
| Principal Funds Distributor | Midlothian | VA | 03/2026 | Present |
**MYPEAK FOUNDATION POSITION: Volunteer Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 2928 Dominion Ave, Norfolk, VA 23518, United States DESCRIPTION: Volunteer board member, quarterly meeting to help brainstorm ideas for summer programs, fundraising ideas, etc. Any donations are sent into the website directly. No compensation. **CENTRAL VIRGINIA EMPLOYEE BENEFITS COUNCIL POSITION: Voluntary Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 6800 Paragon Pl, Richmond VA 23230, United States DESCRIPTION: Take meeting minutes for quarterly board meetings. It is completely in a volunteer capacity. No compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-13 |
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