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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
| FL | RA | APPROVED | 2014-02-27 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Tampa | FL | 02/2014 | Present |
| Excalibur Financial Group And Group Benefits | Tampa | FL | 04/2014 | Present |
| Principal Securities Inc. | Tampa | FL | 03/2016 | Present |
EXCALIBUR FINANCIAL GROUP AND GROUP BENEFITS,MANAGING PARTNER OF A GROUP BENEFITS FIRM. ALSO SALES OF GROUP PRODUCTS SUCH AS GROUP LIFE, HEALTH, DISABILITY, LTD, STD AND VOLUNTARY BENEFITS,4/18/14.**outside insurance, sales & service of fixed annuities, 8/31/15. ***Rental Property, Owner, Rental Income, 08/04/16.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-12 |
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