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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-23 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Des Moines | IA | 08/1985 | Present |
| Principal Life Insurance Company | Des Moines | IA | 07/1998 | Present |
| Marino Insurance Services L.L.C. | Grand Rapids | MI | 11/2000 | Present |
***OUTSIDE INSURANCE/GROUP BENEFITS, SALES AND SERVICE OF GROUP MEDICAL, GROUP LIFE, VARIOUS GROUP DISABILITY PRODUCTS, GROUP DENTAL AND VISION, AND INDIVIDUAL FIXED LIFE INSURANCE, DISABILITY INSURANCE AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS, 08/24/15. ***Cascade Community Foundation; Not Investment Related; Grand Rapids, MI; Board Member; Participate in meetings, fundraising.; Start Date: 07/01/2018; 4 hrs per month; 4 during trading hours. INSURANCE POSITION: Medicare Product Sales NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2005 ADDRESS: 3196 Kraft Ave. SE, Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: I am Federally Certified to sell and service Medicare products, Medicare Advantage, Medicare Supplement, Standalone Medicare Part D Drug coverage. INSURANCE POSITION: Medicare Insurance product sales NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2005 ADDRESS: 3196 Kraft Ave. SE, Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: I sell and service Medicare Insurance products. People 65 and older, and people under 65 who are Medicare eligible.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-11 |
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