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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-13 |
| KS | RA | APPROVED | 2024-09-18 |
| FL | RA | APPROVED | 2024-03-22 |
| NE | RA | APPROVED | 2024-03-12 |
| NJ | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-03-08 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
331 Newman Springs Road Bldg. 1, Suite 107, Red Bank, NJ 07701 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Retirement Concepts Group | Overland Park | KS | 03/2007 | 01/2025 |
| Woodbury Financial Services Inc | Overland Park | KS | 06/2016 | 01/2024 |
| Osaic Wealth, Inc. | Parkville | MO | 01/2024 | 02/2024 |
| M Holdings Securities, Inc. | Portland | OR | 02/2024 | Present |
| Oneteam Financial, Llc (D.b.a. For Advisory Business) | Red Bank | NJ | 02/2024 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 03/2024 | Present |
1) OneTeam Financial LLC; 331 Newman Spring Rd, Bld #1, STE 107, Red Bank NJ 07701; Member Firm Affiliation; Investment Related; Senior Private Client & Executive Life Insurance Specialist; Holistic Wealth Management Services including Life, Annuities, Disability, Long Term Care, Securities, Mutual Funds and other financial products; 02/07/2024; 150 hours per month; 150 hours per month during trading hours. 2) Mr. Lincoln is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Livesay spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
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