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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-05-05
  • IA RA
    APPROVED
    Since 2026-05-05

Branch Locations

1820 Nw 118Th St Suite 150, Clive, IA 50325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonebridge Financial Advisors Clive IA 06/2019 08/2022
Truman State University Kirksville MO 08/2018 05/2023
Hyperion Field Club Johnston IA 05/2014 08/2019
Stonebridge Financial Advisors Clive IA 06/2023 Present
Osaic Clive IA 11/2023 Present
  • 06/2019 → 08/2022
    Stonebridge Financial Advisors
    Clive, IA
  • 08/2018 → 05/2023
    Truman State University
    Kirksville, MO
  • 05/2014 → 08/2019
    Hyperion Field Club
    Johnston, IA
  • 06/2023 → Present
    Stonebridge Financial Advisors
    Clive, IA
  • 11/2023 → Present
    Osaic
    Clive, IA
Other Businesses

STONEBRIDGE FINANCIAL ADVISORS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/12/2023 ADDRESS: 1820 NW 118th Street, Suite 150, Clive IA 50323, United States DESCRIPTION: Insurance agent for various insurance carriers through brokers clearing house, selling term life insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-02
  • S66 Uniform Combined State Law Examination
    2026-05-02
Other Names
  • Grant H Lair
  • Grant Harrison Lair

View on SEC IAPD

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