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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
3734 South Avenue Ste F, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Springfield | MO | 11/2014 | 06/2024 |
| Securities America Advisors, Inc. | Springfield | MO | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Springfield | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Springfield | MO | 06/2024 | Present |
1. MORRIS FINANCIAL GROUP - DBA 2. MISSOURI FINANCIAL GROUP POSITION: Participant NATURE: General Agent, Kansas City Life INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2000 ADDRESS: 3734 South Avenue, Suite F, Springfield MO 65807 DESCRIPTION: Sales and service, Kansas City Life policyholders and customers 3. MISSOURI FINANCIAL GROUP, LLC POSITION: Managing Member NATURE: Fixed Insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 16 START DATE: 07/01/2016 ADDRESS: 3734 South Avenue Suite F, SPRINGFIELD MO 65804 DESCRIPTION: Sales and service of fixed life and health insurance and fixed interest annuities. 4. MISSOURI FINANCIAL GROUP POSITION: Agent NATURE: 1) INSURANCE AGENT - SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 08/01/1997ADDRESS: 3734 South Avenue Suite F, Springfield MO 65807 DESCRIPTION: Sales and Service of Life and Health Insurance as well as fixed annuities. 5. Petelo Investments, LLC POSITION: Registered Agent NATURE: Commercial and Residential Real Estate Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 04/15/2024 DESCRIPTION: We (my siblings (2) and me) have purchased and inherited our family farm. We have thought it best to form the LLC for exit purposes in the future, versus a real estate transaction
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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