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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-14 |
Branch Locations
3919 S. Providence Road, Columbia, MO 65203 • United States
15920B Us Hwy 160, Forsyth, MO 65653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Rule Insurance | Forsyth | MO | 07/2004 | Present |
| Tri-Lakes Accounting | Forsyth | MO | 09/2005 | Present |
| Tri Lakes Financial Services | Forsyth | MO | 09/2005 | 02/2026 |
| Convergence Financial | Forsyth | MO | 10/2025 | Present |
Legacy Group Financial Advisors, d/b/a for financial advisory activity, 140 hours per month Elks Lodge Scholarship Fund, Trustee, 1 hour per month Scholarship Fund of the Community Foundation of the Ozarks Co-Trustee, 5 hours per month TRI LAKES ACCOUNTING 15 HOURS PER MONTH TRI LAKES ORCHARDS .5 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-02 |
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