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301 N. Neil St. Suite 400, Champaign, IL 61820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-09 |
| IL | RA | APPROVED | 2022-01-27 |
Branch Locations
2901 Ohio Blvd Suite 114-8, Terra Haute, IN 47803 • United States
301 N. Neil St. Suite 400, Champaign, IL 61820 • 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 |
|---|---|---|---|---|
| Michael R Farr Agency Inc | Terre Haute | IN | 08/1984 | Present |
| Lincoln Financial Securities Corporation | Terre Haute | IN | 10/2015 | 11/2018 |
| Securities America, Inc. | Terre Haute | IN | 11/2018 | 06/2024 |
| Securities America Advisors | Terre Haute | IN | 02/2020 | 01/2022 |
| Arbor Point Advisors | Terre Haute | IN | 08/2020 | 01/2022 |
| Lester Financial Group, Llc | Mahomet | IL | 01/2022 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
***INVESTMENT ADVISORY REPRESENTATIVE POSITION: I am selling my securities to Todd Lester on an earn out basis. He services all business, and grows the business, and I receive compensation. I will not be directly involved with clients. NATURE: Investment Advisory Rep with Securities America INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2018 ADDRESS: 5681 Hallie Rae Ct, Terre Haute IN 47802 DESCRIPTION: Regarding the block of business Todd Lester is purchasing from me, we split all compensation from SAI, including advisory fees under rep code 98925. ***SECURITIES AMERICA, INC POSITION: Provide Brokerage Services for Clients NATURE: Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2018 ADDRESS: 2901 Ohio Blvd, Su 114-8, Terre Haute IN 47803 ***ARBOR POINT ADVISORS POSITION: Retired. Selling my business NATURE: Arbor Point Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2020 ADDRESS: 6194 Farlin Dr, Whitestown IN 46075 DESCRIPTION: In retirement status. Reporting OBA, as some clients will be Arbor Point clients. ***SAA ADVISORY POSITION: I provide no advice to clients and have no contact with them. I am retired. NATURE: Advisory Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2018 ADDRESS: 6194 Farlin Dr, Whitestown IN 46075 DESCRIPTION: with Todd Lester. I have no contact with clients and provide no service. ***VNA HOSPICE OF THE WABASH VALLEY POSITION: Board Member NATURE: Board member of VNA Hospice of the Wabash Valley INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/23/2023 ADDRESS: 400 8th Ave, Terre Haute IN 47804 DESCRIPTION: Board member. Board makes decisions on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-19 |
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