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1001 Boardwalk Springs Place Suite 111, O'FAllon, MO 63368 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-01-28 |
Branch Locations
1001 Boardwalk Springs Place Suite 111, O'FAllon, MO 63368 • United States
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 |
|---|---|---|---|---|
| Silver Oak Securities, Inc | Jackson | TN | 01/2011 | 03/2018 |
| Centorbi Financial Group, Inc. | St. Charles | MO | 03/2018 | Present |
1. CENTORBI FINANCIAL GROUP INCORPORATED, INDEPENDENT INSURANCE SALES, COMMENCED 1/2004, CORPORATION, INVESTMENT RELATED, 120 HOURS/MONTH TIME SPENT, 100% OWNERSHIP. 2. CACIV TAX AND CONSULTING, 1001 BOARDWALK SPRINGS PLACE, SUITE 111, O'FALLON, MO 63368, NOT INVESTMENT RELATED, COMMENCED 1/1/2026, TITLE - PRESIDENT, APPROXIMATE NUMBER OF HOURS PER MONTH - 10, APPROXIMATE NUMBER OF HOURS PER MONTH DURING TRADING HOURS - 7 3. Academy of the Sacred Heart School Investment committee, 601 North Second Street, Saint Charles MO, 63301, United States, nature of the other business: I am part of the investment committee that decides the direction of the school endowment fund. I am not compensated for this position. position or title is Committee Member, date this activity began 08/15/2017, approximate number of hours per month devoted to this business: .5, the approximate number of hours per month devoted to this business, during trading hours: 0; Is your activity investment related? Yes, 10. Describe your duties and responsibilities as well as the products and services offered to this business: I am providing no products or services directly to the school I am part of the committee that meets with the schools investment advisor who is Moneta Group in St louis. we decide if there needs to be any changes to the investment policy statement to match the goals of the endowment fund; indicate the compensation you receive: None, Is this business also a client of your Firm? No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
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