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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-25 |
Branch Locations
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Fund Services | Milwaukee | WI | 05/2023 | 09/2025 |
| East West Manufacturing | Whitewater | WI | 09/2021 | 05/2023 |
| Advanced Design Concepts | Pewaukee | WI | 05/2022 | 01/2023 |
| Lake Country Aesthetics | Hartland | WI | 06/2022 | 08/2022 |
| Walmart | Muskego | WI | 10/2019 | 05/2021 |
| School | Muskego | WI | 09/2008 | 10/2019 |
| University Of Wisconsin-Whitewater | Muskego | WI | 09/2021 | 05/2025 |
| Unemployed | Muskego | WI | 06/2021 | 09/2021 |
| Principal Life Insurance Co | Hartford | WI | 09/2025 | Present |
| Principal Securities Inc | Hartford | WI | 09/2025 | Present |
FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/22/2025 ADDRESS: 10361 W Innovation Dr Suite 300, Wauwatosa WI 53226, United States DESCRIPTION: Sales of Fixed Products through various vendors including fixed life, fixed annuity, DI, LTC, group benefits, health, and medical.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
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