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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-11-29 |
| NJ | RA | APPROVED | 2017-01-04 |
| GA | RA | APPROVED | 2015-11-17 |
| WV | RA | APPROVED | 2009-01-27 |
| AR | RA | APPROVED | 2009-01-23 |
| MO | RA | APPROVED | 1999-11-17 |
Branch Locations
1534 Boone'S Lick Road, St. Charles, MO 63301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | St. Louis | MO | 10/1995 | 08/2023 |
| Financial Legacy Associates, Llc | Chesterfield | MO | 03/2004 | 02/2024 |
| Osaic Wealth, Inc | St Louis | MO | 08/2023 | Present |
1. OAK TREE FINANCIAL GROUP, INC., INVESTMENT RELATED, 1534 BOONE'S LICK ROAD, ST. CHARLES, MO 63301. STATUTORY AGENT SINCE 1/1/1982, 2 HRS/MTH, 1 HR/DST. SELL MISCELLANEOUS INSURANCE POLICIES AND ANNUITIES. 2. GEORGE R. NAGEL & OAK TREE FINANCIAL GROUP, INC. POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1982 ADDRESS: 1534 Boone's Lick Road, Saint Charles MO 63301, United States DESCRIPTION: I sell miscellaneous insurance policies and annuities. 3. GEORGE R. NAGEL POSITION: Renter NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 70 Creekside Dr., Saint Peters MO 63376, United States DESCRIPTION: Rent apartment
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1979-08-11 |
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