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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-02 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
Clovis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dayton | OH | 06/2016 | 10/2016 |
| Principal Life Insurance Company | Fresno | CA | 10/2016 | 01/2021 |
| Principal Securities Inc | Fresno | CA | 10/2016 | Present |
***Fixed Insurance, Fixed life, Fixed annuities, DI, LTC, 02/01/17. ***Fixed Insurance, Group medical, dental, vision, LTC, 02/23/17. ***Clifford Hall Comedy, Comedian, 03/17/17. ***Hands on Central California; Not Investment Related; 732 N Van Ness, Fresno, CA 93723; Board Member; Provide strategic direction and guidance.; Start Date: 08/15/2018; 2 hrs per month; 2 during trading hours. ***YOUR ELITE BENEFITS POSITION: Financial Planner NATURE: Group Savings/Discount Program INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 1010 W Alluvial Avenue, Suite 111, Fresno CA 93711, United States DESCRIPTION: Group Savings / Discount program through Your Elite Benefits. Available for employers to offer their employees additional benefits. The program provides benefits and savings for these services: ID Protection program, Retail Discounts, Automotive Savings, Travel Savings and Tech Support. ***GROUP HEALTH BENEFIT PROGRAM POSITION: Financial Planner NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2023 ADDRESS: 1010 W Alluvial Avenue, Suite 111, Fresno CA 93711, United States DESCRIPTION: Group Health program through Your Elite Benefits. It includes benefits and savings provided for Group Health Telemedicine.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-10 |
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