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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank | Norton | KS | 06/2016 | 09/2017 |
| American Ag Credit | Garden City | KS | 10/2017 | 01/2022 |
| Legacy Bank / Inbank | Wiley | CO | 02/2022 | 11/2022 |
| Mcclave State Bank | Mcclave | CO | 12/2022 | Present |
| Osaic Wealth, Inc | Lamar | CO | 11/2024 | Present |
1. ZEB AND LEXI DBA KS RENTAL POSITION: owner NATURE: Sole Proprietor Rental income on one house. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 2002 S 14th St, Lamar CO 81052 DESCRIPTION: No duties other than collecting rent on the rental property. 2. ZEB HARVEY POSITION: coach NATURE: Volunteer wrestling coach for high school sport INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2022 ADDRESS: 201 W Pearl St, Lamar CO 81052 DESCRIPTION: Coach wrestling student/athletes 3. ZEBADIAH HARVEY POSITION: teacher NATURE: Lamar Community College INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 2401 S Main St, Lamar CO 81052 DESCRIPTION: Duties: teaching a business class at a Community College. Duties include teaching students how to fill out financial statements and understanding business processes. 4. CORE FINANCIAL ADVISORS INC - FIXED INSURANCE. POSITION: Selling Rep NATURE: Corporation business for fixed insurance and health and Medicare insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/10/2025 ADDRESS: 200 S 5th St, Lamar CO 81052, United States DESCRIPTION: Offering fixed insurance products. 5. ZEB HARVEY DBA CORE FINANCIAL POSITION: Registered Admin NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/19/2025 ADDRESS: 200 S 5th St, Lamar CO 81052, United States DESCRIPTION: Registered admin duties including putting proposals together with licensed advisor. Clerical and office duties including checking mail. Customer service on life insurance 6. FARM CONSULTANT POSITION: Consultant NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 2002 S 14th St, Lamar CO 81052, United States DESCRIPTION: Maintain records for farm and consulting on farm management (keep accurate bale counts, what is being done and making plans for later in the year or next year on what crops should be planted) 7. CORE FINANCIAL ADVISORS INC. - REGISTERED ADMIN POSITION: Registered Admin NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/19/2025 ADDRESS: 200 S 5th St, Lamar CO 81052, United States DESCRIPTION: Registered admin duties including putting proposals together with licensed advisor. Clerical and office duties including checking mail. Customer service on life insurance 8. HARVEY WEALTH INC. POSITION: President NATURE: Shell S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/11/2025 ADDRESS: 2002 S 14th St, Lamar CO 81052, United States DESCRIPTION: This is for commissions paid by CFG and acting as a shell corp. 9. ZEB HARVEY DBA CORE FINANCIAL POSITION: Investment Advisor Rep NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/12/2026 ADDRESS: 200 s 5th st, Lamar CO 81052, United States DESCRIPTION: To help advise clients on how to best manage their assets and to best invest to meet the goals they set with the level of risk they are willing to take. 10. SOUTH EAST COLORADO REBEL ROOSTER, PHEASANTS FOREVER POSITION: Board Member NATURE: 501C INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2026 ADDRESS: 1406 S Main St, Lamar CO 81052, United States DESCRIPTION: I sit on the board and make decisions about what we should and should not sell in our annual auction to help support the local pheasant/ wildlife habitat efforts. I also collect donations from businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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