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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-04-01
  • MO RA
    APPROVED
    Since 2026-04-01

Branch Locations

11440 Olive Blvd #250, Saint Louis, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2017-01-03 → 2026-04-06
    St. Louis, MO
    St. Louis, MO
    St. Louis, MO
  • 2005-11-02 → 2006-11-15
    Premier Financial Partners, Llc
    St. Louis, MO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-07
S63 Uniform Securities Agent State Law Examination 1985-01-15
  • S65 Uniform Investment Adviser Law Examination
    2016-12-07
  • S63 Uniform Securities Agent State Law Examination
    1985-01-15

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