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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
840 Se 4Th Street Suite 2A & B, Moore, OK 73160 • United States
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 |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Minot | ND | 09/2004 | 04/2019 |
| Fsc Securities Corporation | Moore | OK | 04/2019 | 11/2023 |
| Osaic Wealth, Inc. | Moore | OK | 11/2023 | Present |
1. SHUROW FINANCIAL GROUP LLC POSITION: Owner NATURE: LLC. CPA recommended and used for tax purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 840 SE 4th Street, Moore OK 73160, United States DESCRIPTION: Shurow Financial Group LLC is my S Corp for tax purposes only. Recommended by my CPA for my tax accountability and tax planning. 2. PETER M SHUROW JR POSITION: Independent Agent NATURE: Peter M Shurow Jr Independent Agent for fixed business (Fixed Annuity, SPIA & Life/LTC) not investment related. Through various insurance companies. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2004 ADDRESS: 840 SE 4th Street, STE 2A & 2B, Moore OK 73160, United States DESCRIPTION: Fixed business through various insurance companies for non securities, non investment related business. Fixed business such as Fixed Annuity, SPIA, Life Insurance and LTC Insurance. FMO used is Truchoice Financial. DBA - Moorestreet Financial Group LLC Number of hours devoted per month is 5 hours with 0 hours during securities trading hours. 3. MOORESTREET FINANCIAL STRATEGIES LLC POSITION: Owner NATURE: This is a new LLC my CPA created to help with planning for my tax liability. No securities or any business is performed, just a new LLC for tax accountability. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 840 SE 4th Street, Moore OK 73160, United States DESCRIPTION: This is a new LLC my CPA created to help with planning for my tax liability. No securities or any business is performed, just a new LLC for tax accountability. I will be working with my CPA to complete all tax reporting forms etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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