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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • WA RA
    APPROVED
    Since 2024-11-13
  • MO RA
    APPROVED
    Since 2023-01-19
  • FL RA
    APPROVED
    Since 2021-11-01
  • CA RA
    APPROVED
    Since 2021-10-29
  • TX RA
    APPROVED
    Since 2021-10-29

Branch Locations

10733 Sunset Office Drive Suite 259A, Sunset Hills, MO 63127 • United States

Saint Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2015-10-08 → 2021-11-05
    Denver, CO
    Fort Morgan, CO
    St Louis, MO
    Ocala, FL
    Orlando, FL
    Belleview, FL
    Orlando, FL
    Ocala, FL
    Ocala, FL
    Gainesville, FL
    Ocala, FL
  • 2012-11-12 → 2015-10-13
    St Louis, MO
    Mehlville, MO
    St Louis, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-09
  • S66 Uniform Combined State Law Examination
    2012-11-09
Designations
Other Names
  • Jon Bennett Shore
  • Jonathan Shore

View on SEC IAPD

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