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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-19 |
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
16100 Chesterfield Parkway W Suite 165, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Chesterfield | MO | 12/2014 | 09/2020 |
| Securities America, Inc. | Chesterfield | MO | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Chesterfield | MO | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Chesterfield | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Chesterfield | MO | 06/2024 | Present |
1) MILLENIA INVESTMENTS POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1994 ADDRESS: 16100 Chesterfield Parkway W, Ste. 165, Chesterfield MO 63017 DESCRIPTION: Term life insurance mostly 2) MILLENIA POSITION: Sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 5 START DATE: 12/07/2014 ADDRESS: 16100 Chesterfield Parkway W, Ste. 165, Chesterfield MO 63017 DESCRIPTION: A client says they want term insurance and I write the application and hopefully they get the insurance. 3) DBA - Millenia Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
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