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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-27 |
Branch Locations
200 Ne Missouri Road Suite 200, Lee's Summit, MO 64086 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srg Financial Advisors | Osage Beach | MO | 01/2026 | Present |
| Emporia State University | Emporia | KS | 08/2022 | 12/2025 |
| Emporia State University | Emporia | KS | 06/2025 | 08/2025 |
| Dtf Enterprises Inc | Blue Springs | MO | 10/2024 | 09/2025 |
| Caribbean Blue Pools | Lee's Summit | MO | 06/2023 | 08/2024 |
| Jersey Mikes Subs | Lee's Summit | MO | 10/2019 | 08/2022 |
| Lee's Summit West High School | Lee's Summit | MO | 08/2018 | 06/2022 |
| Summit Lakes Middle School | Lee's Summit | MI | 06/2016 | 06/2018 |
SRG Financial Advisors - 200 NE Missouri Rd Suite 200 Lees Summit 64086. Start date 07/01/2026. Financial Advisor. Provide fixed insurance and annuity solutions to clients. Investment related. 5 hours per month devoted to business. 5 hours per month devoted during securities trading hours. SRG Financial Advisors - 200 NE Missouri Rd Suite 200 Lees Summit 64086. Start date 07/01/2026. SRG Financial Advisors can provision access to wealth.com for estate planning document creation as needed. Investment related. 5 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
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