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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-26 |
| FL | RA | APPROVED | 2025-02-11 |
Branch Locations
7077 Bonneval Rd Ste 380, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacksonville Sheriffs Office | Jacksonville | FL | 07/2020 | 03/2024 |
| Walmart | St Johns | FL | 04/2020 | 07/2020 |
| Dragonfly | Gainesville | FL | 08/2018 | 04/2020 |
| Harrys Seafood | Gainesville | FL | 08/2017 | 08/2018 |
| Salt Life | St Augustine | FL | 12/2016 | 08/2017 |
| Publix | St Augustine | FL | 07/2014 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2024 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 04/2024 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2024 | 12/2024 |
| Principal Life Insurance Company | Jacksonville | FL | 12/2024 | Present |
| Principal Securities Inc | Des Moines | IA | 12/2024 | Present |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 7077 Bonneval Rd, STE 380, Jacksonville FL 32216, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-30 |
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