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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-13 |
| MO | RA | APPROVED | 2023-01-19 |
| FL | RA | APPROVED | 2021-11-01 |
| CA | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED | 2021-10-29 |
Branch Locations
10733 Sunset Office Drive Suite 259A, Sunset Hills, MO 63127 • United States
Saint Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Morgan | CO | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Morgan | CO | 11/2016 | 10/2021 |
| Osaic Wealth, Inc. | Alachua | FL | 10/2021 | Present |
1. DOODA PROPERTIES LLC POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2013 ADDRESS: 1026 CAMELOT GARDENS DR, SAINT LOUIS MO 63125, United States DESCRIPTION: MANAGE RENTAL PROPERTIES 3. SHORE GROUP ADVISORS LLC POSITION: Chief Executive Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/29/2021 ADDRESS: 10733 Sunset Office Dr, 259A, Sunset Hills MO 63127, United States DESCRIPTION: SALES/ MAKRETING OF SECURITIES, INVESTMENT ADVISORY AND INSURANCE PRODUCTS 4. SHORE GROUP ADVISORS - FIXED INSURANCE POSITION: broker NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/29/2021 ADDRESS: 10733 Sunset Office Dr, 259A, Sunset Hills MO 63127, United States DESCRIPTION: SELLING AND MARKETING FIXED, ANNUITYS AND NON-VARIABLE INSURNANCE PRODUCTS 5. OBALA PROPERTIES LLC POSITION: owner NATURE: Short term rental INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 2713 Frieden Spur Dr, Innsbrook MO 63390, United States DESCRIPTION: deposit checks, fix items, winterize, purchase items, manage managers 6. SHORE GROUP - FIXED INSURANCE POSITION: Broker & CEO NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/21/2026 ADDRESS: 107330 Sunset Office Dr, Ste 259A, Sunset Hills MO 63127, United States DESCRIPTION: sell/ marketing of fixed annuities and non-variable insurance and I received overrides on these products on the agents in the agency 7. JSJS, LLC POSITION: Co Owner Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/13/2026 ADDRESS: 10733 Sunset Office Dr, Ste 259A, Sunset Hills MO 63127, United States DESCRIPTION: established to purchase property for business - no property purchased yet
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
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