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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 01/2014 | 12/2018 |
| Questar Asset Management | Minneapolis | MN | 01/2014 | 12/2018 |
| Securities America, Inc. | Ozark | MO | 12/2018 | 06/2024 |
| Securities America Advisors | Ozark | MO | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Ozark | MO | 06/2024 | Present |
**Insurance Sales Position: Insurance Agent Nature: Insurance Sales Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 12/07/2018 Address: 5523 N FARMER BRANCH RD., Ozark MO 65721 **Dogwood Ranch Position: Chairman of the Board Nature: Non Profit Board of Directors Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 12/07/2018 Address: 2689 Parchcorn Road, Rogersville MO 65742 **EKG INVESTMENTS LLC POSITION: Manger/Member NATURE: Commercial Real Estate Investment and Management INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2021 ADDRESS: 5523 N Farmer Branch, Ozark MO 65721, United States DESCRIPTION: Investment in and rental of commercial real estate **INFOCUS FINANCIAL STRATEGIES LLC POSITION: Manager/Member NATURE: Manage day to day business activities of the investment, insurance and advisory office. Associated with Securities America and other insurance providers INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 5523 N Farmer Branch Rd, Ozark MO 65721, United States DESCRIPTION: This is the company where all day to day business of running an investment/advisory/insurance practice. This entity employs office staff and manages general expenses of the office. FLORENCE HOUSE PROPERTIES, LLC POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 5523 N Farmer Branch Rd, Ozark MO 65721, United States DESCRIPTION: Manager portfolio of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
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