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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| IA | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Ames | IA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Ames | IA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Ames | IA | 01/2024 | Present |
1. STC HOLDINGS, LLC POSITION: Member/owner NATURE: LLC investing in commercial office real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 2619 Northridge Parkway, Ames IA 50010, United States DESCRIPTION: Real Estate owner. 2. CROSS WEALTH MANAGEMENT, INC POSITION: President/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/12/2005 ADDRESS: 2619 Northridge Parkway, Ames IA 50014, United States DESCRIPTION: Fixed annuities, disability insurance, health insurance, life insurance, employee benefits and long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-24 |
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