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655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-21 |
| IA | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2018 | 02/2019 |
| Colonial Life | Tampa | FL | 09/2018 | 02/2019 |
| Lowes | Brandon | FL | 05/2018 | 07/2018 |
| Unemployed | Riverview | FL | 03/2018 | 05/2018 |
| Student | Bordeaux | 09/2017 | 03/2018 | |
| Aetna Life Insurance Co | Plantation | FL | 09/2014 | 09/2017 |
| Medicare Medigap Hotline | Tampa | FL | 07/2018 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2019 | 07/2023 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 02/2019 | 07/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2021 | 07/2023 |
| The Prudential Insurance Company Of America | Tampa | FL | 12/2023 | 10/2024 |
| Pruco Securities Llc | Tampa | FL | 12/2023 | 10/2024 |
| Vitality Investments | Sarasota | FL | 07/2023 | 09/2023 |
| Signature Medicare Solutions | Sarasota | FL | 10/2023 | 10/2023 |
| Principal Life Insurance Company | Menasha | WI | 01/2025 | Present |
| Principal Securities, Inc | Menasha | WI | 01/2025 | Present |
| The Guess Store | St. Petersburg | FL | 10/2024 | 12/2024 |
| Macy's | St. Petersburg | FL | 11/2024 | 01/2025 |
| Principal Advised Services | Menasha | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
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