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Connor John Tuerlings

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-10-21
NC RA APPROVED 2024-10-21
  • IA RA
    APPROVED
    Since 2024-10-21
  • NC RA
    APPROVED
    Since 2024-10-21

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Associate Staffing Charlotte NC 07/2024 10/2024
Gungho Marketing Charlotte NC 01/2023 07/2024
Pennymac Loan Services, Llc Tampa FL 03/2021 10/2022
Benchcraft Company Tampa FL 10/2020 12/2020
Soccer Shots Tampa FL 10/2015 03/2020
Principal Securities, Inc. Charlotte NC 07/2024 Present
Unemployed Lutz FL 03/2020 10/2020
Principal Life Insurance Charlotte NC 10/2024 Present
Principal Advised Services Charlotte NC 10/2024 Present
  • 07/2024 → 10/2024
    Associate Staffing
    Charlotte, NC
  • 01/2023 → 07/2024
    Gungho Marketing
    Charlotte, NC
  • 03/2021 → 10/2022
    Pennymac Loan Services, Llc
    Tampa, FL
  • 10/2020 → 12/2020
    Benchcraft Company
    Tampa, FL
  • 10/2015 → 03/2020
    Soccer Shots
    Tampa, FL
  • 07/2024 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 03/2020 → 10/2020
    Unemployed
    Lutz, FL
  • 10/2024 → Present
    Principal Life Insurance
    Charlotte, NC
  • 10/2024 → Present
    Principal Advised Services
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-02
  • S66 Uniform Combined State Law Examination
    2024-10-02
Other Names
  • Connor John Tuerlings
  • Connor Tuerlings

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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