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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
| IA | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
102 N Washington St, Pleasantville, IA 50225 • United States
106 East Main Street, Knoxville, IA 50138 • United States
124 A Ave E, Oskaloosa, IA 52577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckay Insurance Agency | Knoxville | IA | 03/2007 | Present |
| Sagepoint Financial | Knoxville | ID | 02/2019 | Present |
| Woodbury Financial, Inc. | Knoxville | IA | 05/2007 | 01/2024 |
| Osaic Wealth, Inc. | Knoxville | IA | 01/2024 | Present |
1)INSURANCE PROPERTIES LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 106 E Main, Knoxville IA 50138 DESCRIPTION: Part owner of building that is rented to McKay Insurance agency and 3 apartments. 2) KNOXVILLE HOSPITAL AND CLINICS POSITION: Board Member NATURE: Hospital- Non profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 1002 S Lincoln, Knoxville IA 50138 DESCRIPTION: Volunteer board member. I abstain to all board related activities to the investment/brokerage account and retirement plan where I am currently the advisor of record. 3) MCKAY GROUP POSITION: President NATURE: S Corp/Insurance Agency This is simply a DBA update from McKay insurance agency to McKay group INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 80 START DATE: 11/05/2018 ADDRESS: 106 E Main, Knoxville IA 50138, United States DESCRIPTION: Agency owner 4) PINE KNOLLS GOLF CLUB POSITION: Board member NATURE: Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2018 ADDRESS: 1202 S Attica Road, Knoxville IA 50138, United States DESCRIPTION: Help guide the business as a board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-02 |
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