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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-13 |
| GA | RA | APPROVED | 2026-06-03 |
| VA | RA | APPROVED | 2026-05-18 |
| OR | RA | APPROVED | 2026-05-15 |
| NJ | RA | APPROVED | 2026-05-14 |
| MI | RA | APPROVED | 2026-05-07 |
| MS | RA | APPROVED | 2026-05-07 |
| ID | RA | APPROVED | 2026-05-06 |
| SC | RA | APPROVED | 2026-05-06 |
| OH | RA | APPROVED | 2026-05-05 |
| WA | RA | APPROVED | 2026-05-05 |
| NY | RA | APPROVED | 2025-04-22 |
| FL | RA | APPROVED | 2024-08-19 |
| AZ | RA | APPROVED | 2024-08-09 |
| CA | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-04-04 |
| KS | RA | APPROVED | 2024-02-02 |
| AK | RA | APPROVED | 2023-05-24 |
| MO | RA | APPROVED | 2023-02-28 |
Branch Locations
200 Ne Missouri Road Suite 200, Lee's Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srg Financial Advisors | Osage Beach | MO | 11/2022 | Present |
| Unemployed | Lees Summit | MO | 10/2022 | 11/2022 |
| Arvest Bank | Overland Park | KS | 06/2018 | 09/2022 |
| Unemployed | Lees Summit | MO | 05/2018 | 06/2018 |
| Pulaski/Busey/Mb Financial (Mergers) | Overland Park | KS | 02/2016 | 05/2018 |
1) SRG Financial Advisors - 200 NE Missouri Rd, Suite 200, Lees Summit, MO 64086. Start date 04/01/2023. Life & Health Insurance. Fixed Indexed Annuities and Insurance Sales. Investment Related. 20 hours per month devoted to business. 40 hours per month devoted to securities trading hours. 2) Nick Wages - 200 NE Missouri Rd, Suite 200, Lees Summit, MO 64086. Start date 04/2024. Wealth Advisor. Identifying when estate planning documents would be recommended for a client in the planning process and providing them access to the Wealth.com platform to create said documents. Not Investment Related. 4 hours per month devoted to business. 4 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
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