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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota Community Bank & Trust | Bismarck | ND | 08/2021 | Present |
| Leier Caulking Inc. | Bismarck | ND | 05/2019 | 08/2021 |
| Runnings Farm & Fleet | Bismarck | ND | 04/2018 | 05/2019 |
| Principal Life Insurance Co | Bismarck | ND | 07/2023 | Present |
| Principal Securities | Bismarck | ND | 07/2023 | Present |
| American Family Insurance | Bismarck | ND | 06/2017 | 08/2017 |
| Bismarck High School | Bismarck | ND | 08/2014 | 05/2018 |
| Dickinson State University | Bismarck | ND | 08/2018 | 05/2022 |
| Dakota Community Investments | Bismark | ND | 01/2024 | Present |
**OUTSIDE INSURANCE POSITION: Outside Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2023 ADDRESS: 1727 State Street, Bismarck ND 58501, United States DESCRIPTION: Write Life, DI, LTC, Annuities, Group products and Property and Casualty insurance through various carriers **BANK EMPLOYEE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 12/01/2023 ADDRESS: 1727 State St, Bismarck ND 58501, United States DESCRIPTION: Financial Advisor. Provides investment and retirement related advice to clients. Licensed to provide both commission-based and fee-based services. Clients are mixture of both non-bank customers and bank customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-25 |
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