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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-14 |
Branch Locations
820 Benson Rd, Garner, NC 27529 • United States
Garner, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 06/2016 | 02/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2017 | 02/2019 |
| Principal Life Insurance Company | Garner | NC | 02/2019 | 12/2022 |
| Principal Securities, Inc. | Garner | NC | 02/2019 | Present |
| Jones Advisors | Garner | NC | 06/2023 | Present |
| Jones Insurance Agency | Garner | NC | 08/2019 | 06/2023 |
**Fixed Insurance; Investment Related; Raliegh, NC; Agent; Life, DI, Annuities, LTC; Start Date: 04/24/2019; 40 hrs per month; 20 during trading hours. **INSURANCE (JONES ADVISORS-DBA) POSITION: Investment Advisor Representative NATURE: Group Health, Life Insurance, Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/14/2020 ADDRESS: 820 Benson Rd, Garner NC 27529, United States DESCRIPTION: I will be engaging in the sale of fixed insurance products. Life, disability, long term care insurance, and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-10 |
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