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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-08 |
Branch Locations
2231 E Camelback Rd Ste 350, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2023 | 11/2025 |
| Target | Chandler | AZ | 06/2019 | 06/2023 |
| Bongiorno Bagels | Gilbert | AZ | 10/2018 | 02/2021 |
| Full Time Student, Pre And Post Secondary | Chandler | AZ | 07/2005 | 05/2023 |
| Principal Securities, Inc. | Phoenix | AZ | 12/2025 | Present |
| Principal Life Insurance Company | Phoenix | AZ | 12/2025 | Present |
**INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/16/2026 ADDRESS: 2355 E Camelback Rd Suite 501, Phoenix AZ 85016, United States DESCRIPTION: Fixed insurance: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits. **SCHATTENBERG WEALTH SOLUTIONS LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2026 ADDRESS: 575 West Pecos Rd, Apt 2027, Chandler AZ 85286, United States DESCRIPTION: An LLC strictly to track pay and transactions associated with my Principal related business. I transfer my 1099 checks into this account once I receive them and don't receive any outside payments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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