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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 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connell Insurance | Hollister | MO | 08/1999 | 06/2018 |
| Woodbury Financial Services Inc | Hollister | MO | 01/2015 | 01/2024 |
| Osaic Wealth, Inc. | Branson | MO | 01/2024 | Present |
JAMES FINANCIAL PARTNERS, LLC POSITION: IAR NATURE: It is an LLC. I operate a branch office for James FInancial Partners, LLC. I do not own the company in any way. I have operated under this DBA since inception of my advisory activity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2018 ADDRESS: 909 E Republic Ro, Bldg 200 Ste F, Springfield MO 65806, United States DESCRIPTION: I am a Financial Advisor and Planner:?financial plannernouna person employed to manage the personal finances of clients.?
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-24 |
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