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Bedford Jonathon Otey

Larson Financial Group, LLC

Saint Louis, MO

Greer, SC

CRD 6503547

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Employer firm

Larson Financial Group, LLC CRD 140599

$5.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-10-12
TX RA APPROVED_RES 2021-02-16
MT RA APPROVED 2015-07-01
  • SC RA
    APPROVED
    Since 2022-10-12
  • TX RA
    APPROVED_RES
    Since 2021-02-16
  • MT RA
    APPROVED
    Since 2015-07-01

Branch Locations

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Greer, SC • 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
Larson Financial Securities Saint Louis MO 08/2015 Present
Larson Financial Group Saint Louis MO 08/2015 Present
  • 08/2015 → Present
    Larson Financial Securities
    Saint Louis, MO
  • 08/2015 → Present
    Larson Financial Group
    Saint Louis, MO
Other Businesses

MONTANA BY REFERRAL, LLC / 1805 W. DICKERSON #1 BOZEMAN, MT 59715 / REAL ESTATE REFERRAL NETWORK / INDEPENDENT CONTRACTOR / NON INVESTMENT RELATED / BEGAN MAY 2015 / 0 MARKET HOURS / MAKE REFERRALS OF POTENTIAL BUYERS OR SELLERS OF PROPERTY TO LICENSED ACTIVE REAL ESTATE AGENTS INTERMOUNTAIN OPERA POSITION: Performer NATURE: Opera production company INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2021 ADDRESS: 104 E. Main St., #101, Bozeman MT 59715, United States DESCRIPTION: Singing a small role in a single production for two weekends in February only.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-30
  • S66 Uniform Combined State Law Examination
    2015-06-30
Other Names
  • Bj Otey

View on SEC IAPD

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