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4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-13 |
| ID | RA | APPROVED | 2020-09-22 |
Branch Locations
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Annuity Guys, Inc. | Boise | ID | 03/2008 | Present |
| The Leaders Group | Littleton | CO | 09/2018 | 05/2020 |
| O'COnnell Investments And Insurance Services, Llc | Eugene | OR | 06/2020 | Present |
1.) The Annuity Guys - 3/1/2008 - 901 N 20th Street, Boise, ID 83702 - Owner, Licensed insurance agency in the state of Idaho offering wholesale annuities, life insurance, long term care. Various Carriers. Not Investment Related. 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-22 |
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