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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
2900 100Th Street Suite 205, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Des Moines | IA | 02/1994 | 01/2025 |
| Osaic Wealth, Inc. | Urbandale | IA | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-12 |
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