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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-28 |
| MT | RA | APPROVED | 2026-07-28 |
| VA | RA | APPROVED | 2026-05-18 |
| ID | RA | APPROVED | 2026-05-06 |
| OH | RA | APPROVED | 2026-05-05 |
| MI | RA | APPROVED | 2025-09-22 |
| SC | RA | APPROVED | 2025-07-17 |
| MS | RA | APPROVED | 2024-03-08 |
| AK | RA | APPROVED | 2023-05-24 |
| OR | RA | APPROVED | 2021-01-15 |
| CA | RA | APPROVED | 2020-06-17 |
| NJ | RA | APPROVED | 2018-10-30 |
| WA | RA | APPROVED | 2018-10-04 |
| AZ | RA | APPROVED | 2018-08-16 |
| WI | RA | APPROVED | 2016-11-04 |
| CO | RA | APPROVED | 2016-08-26 |
| KS | RA | APPROVED | 2015-07-31 |
| IL | RA | APPROVED | 2015-07-17 |
| TX | RA | APPROVED | 2015-04-13 |
| UT | RA | APPROVED | 2015-01-14 |
| IA | RA | APPROVED | 2014-01-07 |
| FL | RA | APPROVED | 2013-06-04 |
| AR | RA | APPROVED | 2008-05-22 |
| OK | RA | APPROVED | 2007-08-17 |
| MO | RA | APPROVED | 2006-12-04 |
Branch Locations
6020 E. Fulton Street, Ada, MI 49301 • United States
303 N. Stadium Blvd. 2Nd Floor, Columbia, MO 65203 • United States
1055 Ozark Care Drive, Osage Beach, MO 65065 • United States
200 Ne Missouri Road Suite 200, Lee's Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srg Financial Advisors | Osage Beach | MO | 06/1989 | Present |
| Usa Financial Securities Corporation | Ada | MI | 12/2006 | Present |
1) SRG FINANCIAL ADVISORS LLC - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. OWNER. START DATE; 01/1990. LIFE AND HEALTH INSURANCE. SALES AND EVALUATIONS OF LIFE INSURANCE AND ANNUITIES. INVESTMENT RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS DEVOTED DURING SECURITIES TRADING HOURS. 2) SRG FINANCIAL TAX AND ACCOUNTING - BUSINESS EVALUATIONS - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 01/1/2023. OWNER. HIRE AND SUPERVISE OTHER PEOPLE TO PERFORM THE EVAULATIONS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITES TRADING HOURS. 3) LACASSE LAND COMPANY - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 01/01/2024. OWNER. REAL ESTATE. RENTAL OF OFFICE SPACE IN BUILDING THAT I OWN. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) ADVISOR DIGITAL POWERED BY SRG FINANCIAL ADVISORS - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 07/17/2024. OWNER. ASSISTING FINANCIAL ADVISORS WITH DIGITAL PLATFORMS AND OTHER DIGITAL ASPECTS OF THEIR PRACTICE. OVERSEE THE TECHNICIANS THAT ARE WORKING ON THE PLATFORMS. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5) SRG FINANCIAL AND INSURANCE SERVICES - 1055 OZARK CARE DRIVE, OSAGE BEACH, MO 65065. START DATE 07/01/2026. OWNER. THIS IS FOR ALL FIXED INSURANCE BUSINESS CONDUCTED IN CALIFORNIA BY SRG ADVISORS. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-12 |
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