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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-15 |
| CA | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| IA | RA | APPROVED | 2023-11-03 |
| MN | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Financial Advisors | West Des Moines | IA | 07/2010 | Present |
| Insurance Agent | West Des Moines | IA | 11/2013 | Present |
| Carol Tetmeyer'S Dance Studio | Des Moines | IA | 06/2007 | Present |
| Dance Vision | Johnston | IA | 08/2012 | Present |
| Pagliai'S Pizza | Johnston | IA | 01/2010 | Present |
| Fsc Securities Corporation | W Des Moines | IA | 07/2010 | 11/2023 |
| Osaic Wealth, Inc. | Clive | IA | 11/2023 | Present |
1. INSURANCE AGENT FOR VARIOUS INSURANCE CARRIERS THROUGH BROKERS CLEARING HOUSE, WEST DES MOINES IA SINCE 11/2013. APPROX 3 HRS/MONTH SELLING LIFE INSURANCE. 2. STONEBRIDGE FINANCIAL ADVISORS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2013 ADDRESS: 4546 Corporate Dr. #155, West Des Moines IA 50266, United States DESCRIPTION: Insurance agent for various insurance carriers through Brokers Clearing House, selling term life insurance 3. CAROL TETMEYER'S DANCE STUDIO POSITION: Instructor NATURE: Dance Studio INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 6465 NW 6th Dr, Des Moines IA 50313, United States DESCRIPTION: Instruct dance classes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-21 |
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