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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| NE | RA | APPROVED | 2023-07-13 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
1128 Lincoln Mall Ste 200, Lincoln, NE 68508 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 10/2017 | 04/2019 |
| Bmw Northwest | Tacoma | WA | 07/2014 | 10/2017 |
| Bank Of America, N.A. | Tacoma | WA | 08/2018 | 10/2019 |
| Oggvo | Seattle | WA | 10/2019 | 01/2020 |
| Principal Life Insurance Company | Lincoln | NE | 01/2020 | Present |
| Principal Securities Inc. | Lincoln | NE | 01/2020 | Present |
| Midlands Financial | Lincoln | NE | 07/2023 | Present |
***Fixed Insurance; Investment Related; Seattle, WA; Agent; Life, Annuities, DI, Health, LTC, Medicare Supplement; Start Date: 01/01/2020; 10 hrs per month; 5 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-29 |
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