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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| OH | RA | APPROVED | 2023-10-30 |
Branch Locations
6055 Rockside Woods Blvd Ste 190, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Men And A Truck | Akron | OH | 08/2014 | 12/2017 |
| Splash Car Wash | Green | OH | 12/2017 | 05/2018 |
| Valic Financial Advisors, Inc. | Independence | OH | 06/2018 | 02/2020 |
| Guardian Life Insurance Company | Independence | OH | 02/2020 | 10/2023 |
| Park Avenue Securities | Independence | OH | 02/2020 | 10/2023 |
| Principal Securities | Independence | OH | 10/2023 | Present |
| Principal Life Insurance Company | Independence | OH | 10/2023 | Present |
| The Jesser Group | Independence | OH | 11/2023 | Present |
FIXED INSURANCE POSITION: Financial Planner NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2023 ADDRESS: 6055 Rockside Woods Blvd N, Suite 190, Independence OH 44131, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
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