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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-28 |
| NJ | RA | APPROVED | 2023-01-18 |
| GA | RA | APPROVED | 2022-09-23 |
| CA | RA | APPROVED | 2022-09-22 |
| MS | RA | APPROVED | 2021-09-10 |
| MT | RA | APPROVED | 2020-11-16 |
| OK | RA | APPROVED | 2019-06-03 |
| LA | RA | APPROVED | 2019-04-02 |
| TX | RA | APPROVED_RES | 2019-02-22 |
| FL | RA | APPROVED | 2017-08-28 |
| VA | RA | APPROVED | 2017-07-05 |
| MN | RA | APPROVED | 2017-04-04 |
| NC | RA | APPROVED | 2016-12-14 |
| MD | RA | APPROVED | 2016-06-29 |
| MO | RA | APPROVED | 2011-04-18 |
| NE | RA | APPROVED | 2009-03-25 |
| SD | RA | APPROVED | 2009-03-16 |
| AZ | RA | APPROVED | 2009-02-02 |
| KS | RA | APPROVED | 2009-01-27 |
| CO | RA | APPROVED | 2009-01-23 |
| IA | RA | APPROVED | 2009-01-22 |
Branch Locations
302 Jones St Ste 340, Sioux City, IA 51101 • United States
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
Storm Lake, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Independent Network Inc. | Dallas | TX | 01/2009 | Present |
1] MCNAUGHTON INVESTMENTS - NON-INVESTMENT RELATED - Sioux City, IA - INSURANCE AND FIXED ANNUITY SALES - PRESIDENT - 07/15/2009 - 10 HRS/MO DURING NON-BUSINESS HOURS - 0 HRS/MO DURING BUSINESS HOURS. 2] McNaughton Real Estate LLC; non-investment related; Sioux City, IA; Owner; Started 06/01/2020; 1 hr/mo; zero hr/mo during business hours; this is a real estate holding company that owns a portion of the building in which I operate and receives rent income from advisors in my office. 3] MCNAUGHTON Wealth Management - NON-INVESTMENT RELATED - Sioux City, IA - INSURANCE AND FIXED ANNUITY SALES - Owner/PRESIDENT - 01/01/2023 - 10 HRS/MO DURING NON-BUSINESS HOURS - 5 HRS/MO DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-26 |
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