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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED_RES | 2024-06-19 |
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
Kansas City, MO • United States
1301 Oak, Kansas City, MO 64106 • United States
1101 Walnut Street, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 03/2016 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 03/2016 | 07/2020 |
| Securities America, Inc. | Kansas City | MO | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Kansas City | MO | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Kansas City | MO | 06/2024 | Present |
1. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 07/09/2020 ADDRESS: 1111 West 39th St office 220, Kansas City MO 64111 DESCRIPTION: Solicit based on client needs. 2. PROMILLENNIAL WEALTH GUIDANCE LLC POSITION: Director NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/26/2023 ADDRESS: 1301 Oak, Suite, Kansas City MO 64106, United States DESCRIPTION: Used for personal taxes and checking account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-15 |
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