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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-13 |
| WI | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Golf Course | Elkhorn | WI | 04/2017 | 08/2019 |
| Geneva National Golf Course | Lake Geneva | WI | 04/2020 | 08/2023 |
| Duesterbeck's Brewing Company | Elkhorn | WI | 03/2021 | 04/2024 |
| Geneva National Golf Course | Lake Geneva | WI | 05/2023 | 08/2023 |
| Principal Life Insurance Company | Grafton | WI | 04/2024 | Present |
| Principal Securities, Inc. | Grafton | WI | 04/2024 | Present |
| Unemployment | Lake Geneva | WI | 08/2019 | 04/2020 |
| School | Elkhorn | WI | 02/2012 | 04/2017 |
| Harrison Financial | Grafton | WI | 12/2024 | Present |
INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/27/2024 ADDRESS: 10361 Innovation Dr., Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed insurance through various vendors including fixed life, fixed annuities, DI, LTC, health, medical, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
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