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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
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 | 08/2023 | 07/2025 |
| Doordash | San Francisco | CA | 08/2020 | 01/2024 |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| Unemployed | Mckinney | TX | 08/2013 | 01/2018 |
| Burger King | Mckinney | TX | 01/2018 | 06/2018 |
| Mcalister's Deli | Mckinney | TX | 08/2018 | 11/2018 |
| Arby's | Mckinney | TX | 12/2018 | 03/2019 |
| Rgis | Mesquite | TX | 03/2019 | 08/2019 |
| Unemployed | Mckinney | TX | 06/2018 | 08/2018 |
| Principal Life Insurance Company | Addison | TX | 07/2025 | Present |
| Principal Securities, Inc. | Addison | TX | 07/2025 | Present |
INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/02/2023 ADDRESS: 5080 Spectrum Dr Suite 1200, Addison TX 75001, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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