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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Denver | CO | 02/2007 | 05/2021 |
| Complete Retirement Solutions | Denver | CO | 12/2008 | 01/2017 |
| Principal Life Insurance Company | Denver | CO | 10/2012 | 05/2021 |
| Medvidofsky & Brown Retirement Partners | Denver | CO | 07/2014 | 01/2019 |
| Retirement Solutions Of Colorado, Llc | Denver | CO | 12/2018 | 07/2019 |
| Mg Financial Advisors | Billings | MT | 04/2019 | 05/2021 |
| Lincoln Financial Advisors Corporation | Billings | MT | 05/2021 | 01/2025 |
| Osaic Wealth, Inc. | Billings | MT | 01/2025 | Present |
1. MG FINANCIAL ADVISORS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/23/2021 ADDRESS: 914 Wyoming Ave, Billings MT 59101, United States DESCRIPTION: Offers Accident & Health, Disability and Traditional Life Insurance along with Fixed and Fixed-Indexed Annuities and Health Savings Accounts. 2. PERSONAL REP FOR MOTHERS WILL POSITION: Personal Representative NATURE: I am a co-personal representative of my mother's Will. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 3619 Powderhorn Cir, Billings MT 59102, United States DESCRIPTION: Divide my mom's estate when she dies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2007-04-27 |
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