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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-01 |
Branch Locations
11440 Olive Blvd #250, Saint Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | St. Louis | MO | 08/2005 | 01/2017 |
| Osaic Wealth, Inc. | St. Louis | MO | 01/2017 | 04/2026 |
| Independent Financial Group, Llc | St. Louis | MO | 04/2026 | Present |
GATEWAY CHAPTER OF BREWERY COLLECTIBLE CLUB OF AMERICA POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 908 Daniel Drive, Collinsville IL 62234, United States DESCRIPTION: Contribute to the welfare and operation of the chapter, which include primary planning, organizing and helping in carrying out events PREMIER FINANCIAL PARTNERS POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1997 ADDRESS: 11440 Olive Blvd #250, Saint Louis MO 63141, United States DESCRIPTION: Financial Advisor using Premier Financial Partners as DBA only INSIGHTS TO YOU POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2002 ADDRESS: 146 Oak Park Village Drive, Grover MO 63141, United States DESCRIPTION: Rep is engaged in training organization the art of leadership and communication skills. Includes seminars and speaking/training engagements running from 15 minute to full day. RESTORE ST. LOUIS POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 1142 Hodiamont Ave, St. Louis MO 63112, United States DESCRIPTION: Be a resource for the boards of the ministries, provide guidance to the organization, discuss fundraising ideas, submission of all official acts to the church leadership for approval created/discussed/recommended to church leadership which makes the actual decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-15 |
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