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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-21 |
Branch Locations
7900 Davis Rd N Ste 2, Clay, NY 13041 • United States
6611 Manlius Center Rd, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisor,Llc | New York | NY | 05/2024 | 11/2025 |
| Freeway Insurance | Ithaca | NY | 02/2024 | 04/2024 |
| Victra - Verizon Authorized Retailer | Cortland | NY | 05/2019 | 02/2024 |
| Famliy Dollar | Cortland | NY | 05/2018 | 05/2019 |
| Cortland Regional Medical Center | Cortland | NY | 05/2017 | 05/2018 |
| Unemployed | Cortland | NY | 06/2016 | 04/2017 |
| Principal Securities, Inc. | East Syracuse | NY | 11/2025 | Present |
| Principal Life Insurance Company | East Syracuse | NY | 11/2025 | Present |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2025 ADDRESS: 6611 Manlius Center Road, East Syracuse NY 13057, 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 | 2024-06-26 |
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