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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-21 |
Branch Locations
387 Hamilton St, Geneva, NY 14456 • United States
345 Genesee St, Auburn, NY 13021 • United States
1940 Monroe Ave, Brighton, NY 14618 • United States
2425 Rochester Rd, Canandaigua, NY 14424 • United States
3 W Main St, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantor | W. Henrietta | NY | 06/2002 | 03/2024 |
| Unemployed | Rochester | NY | 04/2024 | 06/2024 |
| Equitable Advisors | Rochester | NY | 07/2024 | 02/2025 |
| Principal Life Insurance Co | Rochester | NY | 03/2025 | Present |
| Principal Securities Inc | Rochester | NY | 03/2025 | Present |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2025 ADDRESS: 1940 Monroe Avenue, Brighton NY 14618, 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 | 2024-07-19 |
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