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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Financial Services | West Des Moines | IA | 04/2013 | 10/2019 |
| Mccarville Financial Network | Fort Dodge | IA | 10/2019 | Present |
| Woodbury Financial Services Inc | Fort Dodge | IA | 01/2020 | 01/2024 |
| Osaic Wealth, Inc. | Fort Dodge | IA | 01/2024 | Present |
1. BEE-JAY CORPORATION POSITION: Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/14/2019 ADDRESS: 104 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: Entity pays my salary for McCarville Financial Network 2. BEE JAY CORP POSITION: Owner NATURE: S Corp that is a flow through entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 101 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: This is a flow through entity for our securities business. 3. ADVANCED FINANCIAL SOLUTIONS POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/14/2019 ADDRESS: 101 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: Bee-Jay Corp (Entity) pays my salary for Advanced Financial Solutions. I meet with clients performing account reviews, putting together financial plans, and am currently building my own book of business. 4.AMJ ADVISORS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 101 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: I am a co-owner of this LLC. I am paid override compensation for a group on advisors with Osaic. We plan group learning events for the other advisors in the group and help them answer questions if any arise with their business. We also work to recruit new advisors to our group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
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