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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
500 Ygnacio Valley Rd Ste 270B, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Concord | CA | 08/2023 | 01/2026 |
| Mutual Of Omaha Insurance Company | Concord | CA | 01/2023 | 01/2026 |
| Moving Zoom/ College Student | Albany | CA | 07/2018 | 12/2022 |
| Unemployed College Student | Hayward | CA | 01/2017 | 07/2018 |
| The City Of Pleasanton | Pleasanton | CA | 10/2014 | 11/2016 |
| Principal Life Insurance Company | Walnut Creek | CA | 01/2026 | Present |
| Principal Securities, Inc. | Walnut Creek | CA | 01/2026 | Present |
INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 04/16/2026 ADDRESS: 500 Ygnacio Valley Rd. Suite 270B, Walnut Creek CA 94596, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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