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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-10-22 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 06/2016 | 08/2021 |
| Mml Distributors, Llc | Enfield | CT | 06/2016 | 08/2021 |
| Unemployed | Stillwater | MN | 12/2020 | 08/2021 |
| Principal Life Insurance Company | Lake Elmo | MN | 08/2021 | Present |
| Principal Securities Inc | Lake Elmo | MN | 08/2021 | Present |
| Atlas Wealth & Retirement | Lake Elmo | MN | 03/2022 | Present |
| Csp & Associates | Lake Elmo | MN | 05/2024 | Present |
INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2021 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: Fixed Life, Fixed Annuity, DI, LTC, Health, Voluntary and Company paid group benefits, Medicare Supplemental Contracts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-24 |
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