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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-19 |
Branch Locations
909 E Republic Rd Bldg F, Suite 200, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Financial Partners, Llc | Springfield | MO | 08/2011 | Present |
| Gracie's Bridal, Llc | Springfield | MO | 04/2014 | Present |
| Woodbury Financial Services Inc | Springfield | MT | 01/2017 | 01/2024 |
| Osaic Wealth, Inc. | Springfield | MO | 01/2024 | Present |
1. JAMES FINANCIAL PARTNERS, LLC POSITION: Life Insurance Agent NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/15/2016 ADDRESS: 1531 E. Bradford Pkwy, Suite 320, Springfield MO 65804, United States DESCRIPTION: Brokering of life and health insurance. 2. OQUINN PROPERTIES LLC POSITION: Owner/Member NATURE: Partnership (LLC) with 2 members INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 7 START DATE: 01/19/2024 ADDRESS: 997 Rosemead Rd, Rogersville MO 65742, United States DESCRIPTION: Part owner of the LLC with (my husband owns the other 50%) and we own a short-term rental property under the LLC. Management of the property and communication with renters are my duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-12 |
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