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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-05-07 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
1055 Ozark Care Drive, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srg Financial | Osage Beach | MO | 01/2000 | Present |
| Usa Financial Securities | Ada | MI | 09/2018 | Present |
1) GENISE LACASSE - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 09/24/2015. TAX PLANNING/PREPARATION. TAX PREPARER AND CONSULTANT. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) SRG FINANCIAL ADVISORS - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 09/24/2018. ADMINSTRATION. BOARD POSITION. I AM PART OF ALL ASPECTS OF THE DAY TO DAY OPERATIONS FOR SRG FINANCIAL ADVISORS. INVESTMENT RELATED. 115 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
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