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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
3640 Ne Ralph Powell Road, Lee'S Summit, MO 64064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mike Martin Financial Group | Independence | MO | 06/2010 | Present |
| National Planning Corporation | Santa Monica | CA | 06/2011 | 10/2017 |
| Woodbury Financial Services Inc | Independence | MO | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Lee'S Summit | MO | 01/2024 | Present |
1. BRENNAN REALTY GROUP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 8720 SE 1st St, Blue Springs MO 64064, United States DESCRIPTION: Real estate broker/agent. Show homes, present offers. 2. MARTIN TAX & FINANCIAL POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 3640 NE Ralph Powell Rd., Lees Summit MO 64064, United States DESCRIPTION: prepare individual tax returns. 3. Q MATS LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2024 ADDRESS: 605 sw US highway 40, #202, Blue Springs MO 64014, United States DESCRIPTION: box and ship online orders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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