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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
5080 Spectrum Dr Ste 1200E, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2023 | 06/2025 |
| Texas Roadhouse | Rogers | AR | 01/2023 | 04/2023 |
| Kay Jewelers | Fayetteville | AR | 04/2021 | 04/2023 |
| Tim's Pizza | Fayetteville | AR | 11/2019 | 07/2021 |
| Bitesquad | Lafayette | LA | 08/2019 | 11/2019 |
| Larry's Pizza | Cabot | AR | 05/2018 | 08/2019 |
| Zaxby's | Cabot | AR | 01/2018 | 05/2018 |
| Dixie Cafe | Cabot | AR | 08/2017 | 12/2017 |
| Cabot Public School District | Cabot | AR | 08/2011 | 05/2019 |
| Principal Life Insurance Company | Addison | TX | 06/2025 | Present |
| Principal Securities, Inc. | Addison | TX | 06/2025 | Present |
| Talon Financial | Addison | TX | 04/2026 | Present |
**INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 22 SECURITIES TRADING HOURS: 22 START DATE: 04/21/2023 ADDRESS: 5080 Spectrum Dr, Suite 1200, Addison TX 75001, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, DI, LTC, health and group insurance. **TALON FINANCIAL (DBA) POSITION: Financial Advisor NATURE: Mutual Funds, Securities, VA, VL, Life Insurance, Annuities, Group insurance, Fee Based Asset Management, DI, Group Retirement Plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 8 START DATE: 04/15/2026 ADDRESS: 5080 Spectrum Dr, Suite 1200, Addison TX 75001, United States DESCRIPTION: Talon Financial is a DBA used to market financial services provided through my role as a financial professional. Activities include financial strategies and needs analysis, fee-based asset management, mutual funds and securities, variable and fixed annuities, life insurance, disability income insurance, and group insurance, as well as group retirement plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-27 |
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