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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2006-02-16 |
Branch Locations
Osage Beach, MO • United States
14567 N Outer Forty Rd Suite 110, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Barnhart | MO | 10/1982 | Present |
| Royal Alliance Associates | Barnhart | MO | 01/2006 | 06/2023 |
| Osaic Wealth, Inc. | Chesterfield | MN | 06/2023 | Present |
1. BLUE CHIP CONSORTIUM LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2000 ADDRESS: 390 S. Woods Mill Rd., Suite 100, St. Louis MO 63017, United States DESCRIPTION: I own a fraction of this insurance agency 2. VEST BENEFIT SOLUTIONS, LLC POSITION: Owner - NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 170 START DATE: 01/01/2023 ADDRESS: 1126 Virginia, Crystal City MO 63019, United States DESCRIPTION: Primarily employee benefit consulting including insurance and investments to small business owners 3. St Joseph Parish POSITION: Member Finance Committee - NATURE: Non-Profit No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 6024 Old Antonio Rd., Imperial, Missouri 63052 DESCRIPTION: Officer/Director - Review budgets and financials of the Parish, School and affiliated organizations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-14 |
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