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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Bolivar | MO | 12/2004 | 07/2020 |
| Securities America, Inc. | Bolivar | MO | 07/2020 | 06/2024 |
| Securities America Advisors | Bolivar | MO | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Bolivar | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Bolivar | MO | 06/2024 | Present |
BOLIVAR INVESTMENT SERVICES - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-30 |
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