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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| FL | RA | APPROVED | 2024-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dbg Financial Group, Inc | Lutz | FL | 02/2014 | 02/2024 |
| Principal Life Insurance Company | Lutz | FL | 02/2024 | Present |
| Principal Securities, Inc | Lutz | FL | 02/2024 | Present |
| Terrana, Perez & Salgado, P.A. | Tampa | FL | 04/2021 | 08/2023 |
| One Source Advisory | Lutz | FL | 09/2024 | Present |
**OUTSIDE INSURANCE POSITION: LTC, Fixed Annuities, Fixed Life, DI, Health, Group Benefits NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/03/2024 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549, United States DESCRIPTION: I will sell long term care, fixed annuities, fixed life insurance, disability insurance through various carriers through Crump/ PPN. I also work with other registered reps who sell group benefits and health insurance and will be receiving commissions when I work in conjunction with them. **ONE SOURCE ADVISORY (DBA) POSITION: Financial Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/03/2024 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549, United States DESCRIPTION: We market all of our product and services under One Source Advisory, ie- insurances, P&C (I am not a licensed P&C rep and do not market myself as such), etc. We use OSA as a marketing and referral tool between our partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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