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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Gaithersburg | MD | 08/2020 | 05/2025 |
| World Relief Corporation | Baltimore | MD | 07/2014 | 08/2020 |
| Bankers Life Securities, Inc | Gaithersburg | MD | 04/2023 | 05/2025 |
| Bankers Life Advisory Services, Inc | Gaithersburg | MD | 04/2024 | 05/2025 |
| Principal Life Insurance Company | Georgetown | DE | 05/2025 | Present |
| Principal Securities, Inc. | Georgetown | DE | 05/2025 | Present |
| Allen Insurance Group | Wilmington | DE | 05/2026 | Present |
**MEDICARE AND OTHER OUTSIDE INSURANCE POSITION: Insurance Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/26/2025 ADDRESS: 113 Gillespie Ave, Middletown DE 19709, United States DESCRIPTION: I will be providing group and individual products and services related to Medicare Advantage, Medicare Supplements, Prescription Drug Plans, Health and Medical Insurance, Dental, Vision, Critical Illness, Hospital Indemnity Plans, Long-Term Care, Short-Term Care, Life Insurance, Disability, and Annuities. **HGP SOLUTIONS LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2022 ADDRESS: 6927 Kellys Store Rd, Thurmont MD 21788, United States DESCRIPTION: HGP Solutions LLC formed in 2022 for the purpose of pursuing government procurement contracts. The venture has been dormant since December, 2023 and is pending dissolution. **ALLEN INSURANCE GROUP (DBA) POSITION: Employee Benefits Specialist NATURE: Employee Benefits and Fixed Insurance through various carriers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2026 ADDRESS: 410 Delaware Ave, Wilmington DE 19801, United States DESCRIPTION: Writing fixed insurance through various carriers and employee benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
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