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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-02 |
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