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Stephen Dwight Mcgoldrick

Osaic Wealth, Inc.

Urbandale, IA

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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 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • IA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

2900 100Th Street Suite 205, Urbandale, IA 50322 • 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
Lincoln Financial Advisors Corporation Des Moines IA 02/1994 01/2025
Osaic Wealth, Inc. Urbandale IA 01/2025 Present
  • 02/1994 → 01/2025
    Lincoln Financial Advisors Corporation
    Des Moines, IA
  • 01/2025 → Present
    Urbandale, IA
Previous Registrations
  • 2001-06-22 → 2025-01-24
    Osaic Fa, Inc.
    Urbandale, IA
    Des Moines, IA
Other Businesses

1)NAME AND ADDRESS: INSURANCE BROKERAGE, 2900 100TH STREET, SUITE 205, URBANDALE, IA 50322 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, ACCIDENT & HEALTH INSURANCE, AND FIXED ANNUITIES. START DATE: 2/15/1994 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 12 2)NAME AND ADDRESS: FARRELL'S EXTREME BODYSHAPING 1905 EP TRUE PKWY. WEST DES MOINES, IA 50265 CATEGORY: INSTRUCTOR/COACH INVESTMENT-RELATED: NO TITLE: COACH DUTIES: COACH TO KICKBOXING AND RESISTANCE TRAINING START DATE: 3/20/10 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 3) MGC FINANCIAL-DBA POSITION: Owner NATURE: This is just a marketing name that we use for the public. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 2900 100th Street, Ste 205, Urbandale IA 50322, United States DESCRIPTION: This is just a marketing name we use for the public. There are no duties associated with this DBA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-06-12
  • S63 Uniform Securities Agent State Law Examination
    1995-06-12
Other Names
  • Stephen D Mcgoldrick

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