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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| IA | RA | APPROVED | 2024-06-03 |
Branch Locations
223 W 5Th St, Carroll, IA 51401 • United States
107 S Fulton, Newell, IA 50568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auen Distributing | Carroll | IA | 05/2021 | 08/2021 |
| Iowa State University | Ames | IA | 09/2021 | 01/2024 |
| F&G | Des Moines | IA | 05/2023 | 08/2023 |
| Principal Life Insurance Company | Carroll | IA | 02/2024 | Present |
| Principal Securities, Inc. | Carroll | IA | 02/2024 | Present |
| New Way Trucks | Scranton | IA | 05/2022 | 08/2022 |
| Kuemper Catholic High School | Carroll | IA | 02/2014 | 05/2020 |
| Iowa State University | Ames | IA | 05/2020 | 02/2024 |
FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2024 ADDRESS: 6701 Westown Pkwy, #200, West Des Moines IA 50266, United States DESCRIPTION: Fixed insurance: Life, Disability, Annuities, Long-Term Care, Medicare Supplements, and Group Benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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