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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-16 |
| LA | RA | APPROVED | 2024-05-03 |
| MO | RA | APPROVED | 2024-04-26 |
| IA | RA | APPROVED | 2024-04-22 |
| KS | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-22 |
| CA | RA | APPROVED | 2016-10-04 |
Branch Locations
126 Westwoods Drive, Liberty, MO 64068 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Liberty | MO | 05/2016 | 11/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Continuum Advisory, Llc | Eagle | ID | 06/2016 | Present |
| Osaic Wealth, Inc. | Liberty | MO | 08/2024 | Present |
1) Continuum Advisory, LLC; Investment related; 873 E. State Street, Eagle, ID 83616; independent registered investment advisory firm; IAR; 6/2016; 120 hrs/month; 6 hrs during trading; investment advisor representative. 2) DBA Thomann Financial Services, Inc; Investment related; 126 Westwoods Drive, Liberty, MO 64068; DBA, fixed insurance sales; president/owner;2/2005; fixed insurance sales thru Thomann Financial Services, Inc and duties normal to operating a business, payroll, taxes, staffing, etc. 3) Insurance Sales; Not investment related; life & disability insurance; agent; 3/2008; 3 hrs/month; 1 hr during trading; commission sales of fixed life insurance and disability insurance sales. 4) POA & Successor Trustee for Immediate Family; Not investment related; POA & Successor TTEE; POA & successor trustee for immediate family member; 1/30/2015; 0 hrs/month; 0 hrs during trading; Not currently acting as POA or Successor TTEE. 5) Thomann Financial Services Inc 401k plan; Investment related; 126 Westwoods Ave, Liberty, MO 64068; ERISA 401k plan; trustee; 1/28/2013; 2 hrs/month; 0 hrs during trading; trustee for Thomann Financial Services 401k plan, provide investment advice to plan participants. 6) Liberty Hospital Foundation; Not investment related; 2525 Glenn Hendren Dr, Liberty, MO 64068; Mission to improve health, wellness & care in the Liberty Hospital community; Honorary Board Member; attend meetings without voting rights; unpaid; 1-5 hrs/month; 1-5 hrs/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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