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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-12 |
Branch Locations
6700 Rockledge Dr Bldg A Ste 350, Bethesda, MD 20817 • United States
Arnold, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 07/2017 | 11/2020 |
| Eaglestone Tax | Rockville | MD | 06/2018 | 11/2022 |
| Eaglestone Tax | Rockville | MD | 06/2017 | 07/2017 |
| Adeptus Partners | Olney | MD | 05/2016 | 05/2018 |
| Clemson University | Clemson | SC | 09/2016 | 05/2018 |
| Misson Group Dos | Washington | DC | 08/2019 | 12/2019 |
| Principal Life Insurance | Bethesda | MD | 10/2022 | Present |
| Principal Securities | Bethesda | MD | 11/2022 | Present |
PRINCIPAL BANK AND PRINCIPAL TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/31/2022 ADDRESS: 6700 Rockledge Drive, Bldg A, Ste 350, Bethesda MD 20817, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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