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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-02-10 |
Branch Locations
1820 Nw 118Th St Suite 150, Clive, IA 50325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securites | Clive | IA | 06/2023 | 11/2023 |
| Fsc Securities | Clive | IA | 05/2022 | 06/2023 |
| Pdi Warehouse | Ankeny | IA | 05/2022 | 08/2022 |
| Spencer Community Schools | Spencer | IA | 12/2019 | 01/2023 |
| City Of Spencer | Spencer | IA | 06/2020 | 08/2021 |
| Clay County Fairgrounds | Spencer | IA | 06/2019 | 08/2019 |
| Spencer Family Ymca | Spencer | IA | 05/2018 | 08/2018 |
| Spencer Community Schools | Spencer | IA | 01/2012 | 05/2019 |
| University Of Northern Iowa | Spencer | IA | 08/2019 | 12/2022 |
| Wildflour | Spencer | IA | 07/2023 | 11/2023 |
| Osaic Wealth, Inc. | Clive | IA | 11/2023 | Present |
1. STONEBRIDGE FINANCIAL ADVISORS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/16/2023 ADDRESS: 1820 NW 118th St Suite 150, Clive IA 50325, United States DESCRIPTION: Insurance agent for Various Insurance carriers through Brokers Clearing House, selling term life Insurance 2. SPENCER COMMUNITY SCHOOLS POSITION: Taking Tickets NATURE: Government Entity (Public School) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2024 ADDRESS: 23 E 7th St A, Spencer IA 51301, United States DESCRIPTION: I will be taking tickets for a state sponsored game
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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