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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-05-30
  • MO RA
    APPROVED
    Since 2025-05-30

Branch Locations

12412 Powerscourt Drive Suite 30, St. Louis, MO 63131 • 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
Three Doors Kirkwood MO 07/2019 08/2022
Penny Murray & Associates Springfield MO 11/2020 05/2021
Renaissance Financial Corporation St Louis MO 06/2023 Present
Hardees Ice Plex Chesterfield MO 07/2016 06/2017
Full-Time Education St. Louis MO 08/2017 10/2020
Full Time Education Springfield MO 09/2022 05/2023
Cetera Advisor Networks Llc El Segundo CA 11/2023 05/2025
Cetera Investment Advisers Llc Schaumburg IL 07/2024 05/2025
Osaic St. Louis MO 05/2025 Present
  • 07/2019 → 08/2022
    Three Doors
    Kirkwood, MO
  • 11/2020 → 05/2021
    Penny Murray & Associates
    Springfield, MO
  • 06/2023 → Present
    Renaissance Financial Corporation
    St Louis, MO
  • 07/2016 → 06/2017
    Hardees Ice Plex
    Chesterfield, MO
  • 08/2017 → 10/2020
    Full-Time Education
    St. Louis, MO
  • 09/2022 → 05/2023
    Full Time Education
    Springfield, MO
  • 11/2023 → 05/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2024 → 05/2025
    Schaumburg, IL
  • 05/2025 → Present
    Osaic
    St. Louis, MO
Previous Registrations
Other Businesses

LEER FINANCIAL WEALTH MANAGEMENT POSITION: Client Service Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/02/2025 ADDRESS: 12412 Powerscourt Dr, Suite 30, Des Peres MO 63131 DESCRIPTION: Client Support and Health, Life, Disability, LTC insurance sales and service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
  • S66 Uniform Combined State Law Examination
    2024-07-11

View on SEC IAPD

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