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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-26 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
1055 Ozark Care Drive, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverside Middle School | Oakland | IA | 08/2016 | 05/2018 |
| Camdenton High School | Camdenton High School | MO | 08/2018 | 05/2022 |
| Marcus Sykora State Farm | Camdenton | MO | 05/2024 | 08/2024 |
| Miller's Landing | Osage Beach | MO | 05/2019 | 09/2025 |
| Srg Financial Advisors | Osage Beach | MO | 06/2025 | Present |
SRG Financial Advisors - 1055 Ozark Care Dr, Osage Beach, MO, 65065. Start date 07/01/2026. Provide fixed-indexed annuities and insurance solutions to clients. Investment related. 5 hours per month devoted to business. 5 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
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