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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-15 |
Branch Locations
387 Hamilton St, Geneva, NY 14456 • United States
129 Elm St Penn, Yan, NY 14527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Drum Brewing | Geneva | NY | 06/2022 | 12/2024 |
| Starbridge Inc | Rochester | NY | 11/2022 | 12/2024 |
| The Arc Of Ontario County | Canandaigua | NY | 09/2022 | 10/2023 |
| The Dove Block Project | Geneva | NY | 03/2021 | 06/2022 |
| Joseph Hayes Design | Geneva | NY | 06/2019 | 03/2021 |
| Penske Truck Rental | Rochester | NY | 06/2018 | 05/2019 |
| Spacevinyl Llc | Geneva | NY | 05/2016 | 11/2017 |
| Glc Business Services | Rochester | NY | 10/2013 | 05/2017 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2014 | 05/2018 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2016 | 12/2016 |
| Equitable Advisors, Llc | New York | NY | 02/2024 | 10/2025 |
| Principal Securities Inc | New York | NY | 10/2025 | Present |
| Principal Life Insurance Co | New York | NY | 10/2025 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/16/2025 ADDRESS: 387 Hamilton Street, Geneva NY 14456, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **COMPEER ROCHESTER POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2025 ADDRESS: 259 Monroe Ave, Rochester NY 14607, United States DESCRIPTION: I am a Board Member. My responsibilities are vote on board decisions, fundraise, promote events, recruit volunteers, and be an ambassador for the organization. I will abstain from any vote or discussion of the organization's investments. **THE DOVE BLOCK PROJECT POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2025 ADDRESS: 465 Exchange Street, Geneva NY 14456, United States DESCRIPTION: Volunteer and gallery member. The Dove Block Project is a community arts center in historic downtown Geneva inspired by the creativity and originality of the renowned Geneva artist Arthur Dove, devoted to fostering the arts in the Finger Lakes Region through exciting and innovative exhibitions, events, and programs, which are free and open to all members of the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-13 |
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