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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Dodge | IA | 05/2018 | 04/2019 |
| Campustown | Ames | IA | 09/2017 | 04/2018 |
| Northwestern Mutual | Carroll | IA | 06/2017 | 08/2017 |
| Iowa State University | Ames | IA | 08/2015 | 05/2018 |
| Unemployed | Ames | IA | 09/2016 | 05/2017 |
| Woodbury Financial Services Inc | Fort Dodge | IA | 04/2019 | 01/2024 |
| Osaic Wealth, Inc. | Fort Dodge | IA | 01/2024 | Present |
1) GROUP BENEFITS, LTD. POSITION: Agent NATURE: Health Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2019 ADDRESS: 12006, Urbandale IA 50323, United States DESCRIPTION: Working jointly with an agent from Group Benefits, Ltd. to provide competitive health insurance to potential clients. 2) VALOUR PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2020 ADDRESS: 1648 N 24th St, Fort Dodge IA 50501, United States DESCRIPTION: Landlord 3) MCCLINTOCK FINANCIAL LLC - DBA TRUSTED ADVISORS WEALTH MANAGEMENT POSITION: Owner NATURE: The nature of this business is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 150 START DATE: 01/03/2023 ADDRESS: 104 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: I am a Registered Representative with Osaic Wealth, Inc. and created this LLC for liability protection, along with being able to do business as "McClintock Financial." I sell and service general securities and insurance products. I am the sole owner of this LLC. McClintock Financial changed its Doing Business As Name to "Trusted Advisors Wealth Management". 4) VANBRIDGE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/06/2019 ADDRESS: 1140 Avenue of the Americas, 8th Floor, New York NY 10036, United States DESCRIPTION: Being able to provide life insurance for my potential clients. 5) ST. EDMOND CATHOLIC SCHOOLS POSITION: Wrestling Coach NATURE: Parochial School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2024 ADDRESS: 2321 6th Ave N, Fort Dodge IA 50501, United States DESCRIPTION: St. Edmond Catholic Schools hired me to be their high school wrestling coach. This entails organizing practices and coaching at wrestling tournaments and wrestling meets. 6) GREEN MACHINE WRESTLING CLUB INC. POSITION: President NATURE: 501(c)(3) Non-Profit Incorporation. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2025 ADDRESS: 104 N 27th St, Fort Dodge IA 50501, United States DESCRIPTION: I am the head wrestling coach at St. Edmond Catholic School in Fort Dodge, IA 50501. I started a Non-Profit 501(c)(3) to operate a youth wrestling club to help promote and grow the sport of wrestling in the area. 7) HEART OF IOWA REGIONAL HOUSING TRUST FUND POSITION: Board Member NATURE: The Mission of the Heart of Iowa Regional Housing Trust Fund is to assist in the development and preservation of affordable housing for low-income residents of Calhoun, Hamilton, Humboldt, Pocahontas, Webster, and Wright Counties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2026 ADDRESS: 819 1st Ave S, Fort Dodge IA 50501, United States DESCRIPTION: I am a Board Member for the Heart of Iowa Regional Housing Trust Fund. My duties are to provide insight and participate in quarterly meetings to vote on issues. I have nothing to do with financial decisions, or the purchase or sale of real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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