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801 Grand Ave, Des Moines, IA 50392-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-22 |
Branch Locations
401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurora High School | Aurora | OH | 08/2015 | 05/2019 |
| Doordash | San Francisco | CA | 01/2019 | 12/2021 |
| Dynacom, Llc. | Chagrin Falls | OH | 02/2018 | 03/2019 |
| Miami University | Oxford | OH | 08/2019 | 05/2023 |
| Principal Funds Distrubutor | Charlotte | NC | 11/2023 | Present |
| Doordash | San Francisco | CA | 06/2023 | 10/2023 |
| Principal Asset Management | Charlotte | NC | 04/2024 | Present |
1) Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates. 2) Twin Days Festival Committee - Committee Member. Volunteer, attend monthly planning meetings, provide support for the concession team with merchandise distribution during annual event. 9205 Magnolia Lily Ave., Charlotte, NC, 28227. Not investment related, no compensation. 0.5 hrs per week, 0 hrs during trading. Effective 08/01/2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
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