Lance Aaron Barbre

Current Employers

Employment History

• 05/2002 → Present
  First National Bank Of Carmi
  Carmi, IL
• 07/2015 → 06/2024
  Securities America Inc
  Carmi, IL
• 07/2015 → 06/2024
  Securities America Advisors
  Carmi, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mt. Carmel, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mt. Carmel, IL

Previous Registrations

• 2015-07-09 → 2024-06-14
  Securities America Advisors, Inc.
  Carmi, IL
  Grayville, IL
  Carmi, IL
  Grayville, IL
• 2005-01-10 → 2015-07-22
  Fintegra, Llc
  Poseyville, IN
  Carmi, IL
  Carmi, IL

Other Businesses

1. EDGEWOOD LTD POSITION: OWNER NATURE: SMALL SUBDIVISION IN CARMI IL INVESTMENT RELATED: NO HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 4/2006 ADDRESS: 111 MCARTHER PLACE, CARMI IL 62821 2. INSURANCE SALES AGENT - INVESTMENT RELATED - START DATE: 7/2015 - ADDRESS: 201 EAST MAIN ST, CARMI IL 62821 3. WHITE CO FLYING CLUB POSITION: President NATURE: President of the White Co. Flying Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 1379 County Road 1500 N, Carmi IL 62821 DESCRIPTION: Preside of the meetings of a Flying club that owns two planes 4. CAVU WEALTH ADVISORS POSITION: owner NATURE: CAVU Wealth Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 160 START DATE: 12/30/2022 ADDRESS: 207 East Main St, Carmi IL 62821 DESCRIPTION: Own this business to conduct my brokerage business. Securities America is the broker/dealer 5. DBA - Cavu Wealth Advisors, LLC 6. SIC FOUNDATION BOARD MEMBER POSITION: Board member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 3575 college rd, Harrisburg IL 62946, United States DESCRIPTION: general board member. 4 meetings per year. The foundation helps support SIC Jr. College

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-07
• S63 Uniform Securities Agent State Law Examination
  1997-08-28