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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Sullivan | MO | 05/2026 | Present |
| Crt Capital Group Llc | Dallas | TX | 04/2015 | 10/2016 |
| Trenchant Capital Management | Dallas | TX | 10/2016 | 12/2017 |
| Citadel Global Equities | Dallas | TX | 12/2017 | 12/2019 |
| Unemployed | Dallas | TX | 01/2020 | 12/2020 |
| Exoduspoint Capital Management | Dallas | TX | 01/2021 | 04/2022 |
| Unknown | Dallas | TX | 05/2022 | 11/2022 |
| Sullivan Bank | Sullivan | MO | 12/2022 | Present |
| Cetera Investment Services Llc | Sullivan | MO | 12/2022 | 05/2026 |
| Cetera Investment Advisers Llc | Sullivan | MO | 02/2023 | 05/2026 |
NAME: Olive Grove Wealth Advisors - Fixed Insurance POSITION: Owner/Founding Partner INVESTMENT RELATED: Yes NUMBER OF HOURS: 4/month DESCRIPTION: Provide Fixed Insurance, Fixed Annuities, Long-term Care and Disability Products to qualified clients. ADDRESS: 623 Missouri Avenue, Sullivan, MO 63080 DATE: 2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-29 |
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