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Margaret Leora King

Osaic Wealth, Inc.

Beloit, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-24
WI RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2025-06-24
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

745 Philhower Rd, Beloit, WI 53511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cbsi/Lpl Beloit WI 10/2012 03/2023
Securities America, Inc. Beloit WI 03/2023 06/2024
Securities America Advisors Beloit WI 03/2023 06/2024
Osaic Wealth, Inc. Beloit WI 06/2024 Present
Osaic Wealth, Inc. Beloit WI 06/2024 Present
  • 10/2012 → 03/2023
    Cbsi/Lpl
    Beloit, WI
  • 03/2023 → 06/2024
    Securities America, Inc.
    Beloit, WI
  • 03/2023 → 06/2024
    Securities America Advisors
    Beloit, WI
  • 06/2024 → Present
    Beloit, WI
  • 06/2024 → Present
    Beloit, WI
Previous Registrations
  • 2023-03-22 → 2024-06-14
    Securities America Advisors, Inc.
    Beloit, WI
  • 2022-05-18 → 2023-04-03
    Janesville, WI
    Beloit, WI
    Beloit, WI
    Elkhorn, WI
  • 2012-10-04 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Beloit, WI
    Rockton, IL
    Beloit, WI
    Janesville, WI
    Fort Atkinson, WI
    Whitewater, WI
    Elkhorn, WI
    Jefferson, WI
    Janesville, WI
  • 2009-11-09 → 2012-10-02
    Janesville, WI
    St Louis, MO
    Beloit, WI
    Janesville, WI
  • 2006-11-02 → 2009-11-05
    Invest Financial Corporation
    Janesville, WI
Other Businesses

1. KING INVESTMENT SERVICES LLC- DBA 2. KING INVESTMENT SERVICES LLC POSITION: President/Owner NATURE: Investment, Insurance and financial planning services offered to the public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1820 SECURITIES TRADING HOURS: 1820 START DATE: 03/21/2023 ADDRESS: 745 E Philhower Road, Beloit WI 53511 DESCRIPTION: Offering investment services using insurance products and financial planning 3. OSAIC WEALTH INC POSITION: Financial Advisor NATURE: Advisory Osaic Wealth Inc Investment Services offered to the public. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 03/21/2023 ADDRESS: 16640 Chesterfield Grove Ct, Suite 160, Chesterfield MO 63005, United States DESCRIPTION: Advisory Services offered to the public.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-28
  • S66 Uniform Combined State Law Examination
    2006-08-28
Other Names
  • M Leora King

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