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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| IA | RA | APPROVED | 2023-06-01 |
Branch Locations
1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann | Coralville | IA | 10/2022 | 06/2023 |
| Jmi Laboratories | North Liberty | IA | 07/2001 | 10/2022 |
| Principal Life Insurance Company | Hiawatha | IA | 04/2023 | Present |
| Principal Securities, Inc. | Hiawatha | IA | 04/2023 | Present |
**INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/03/2023 ADDRESS: 1059 Longfellow Drive, Suite A, Hiawatha IA 52233-2079, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **WORLD WIDE VILLAGE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: 2793 Wilford Way, Swisher IA 52338, United States DESCRIPTION: I am a long time board member of this non-profit. There is no investing interaction or handling of funds. **WOMEN IN MANUFACTURING POSITION: Board member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2024 ADDRESS: 2793 Wilford Way, Swisher IA 52338, United States DESCRIPTION: I am a co-chair of the Sponsorship committee for the Iowa Chapter of the Women in Manufacturing (WIM) organization. I will be recruiting companies to sponsor WIM Iowa. There are over 600 members of the Iowa chapter, mostly blue collar, women who work in manufacturing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-27 |
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