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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-23 |
Branch Locations
3809 S Greystone Ct Ste A, Springfield, MO 65804 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wyndham Vacation Resorts | Branson | MO | 07/2005 | 09/2018 |
| Ohio National Financial Services | Cincinnati | OH | 09/2018 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2018 | 02/2023 |
| Strategic Financial Concepts | Springfield | MO | 12/2018 | 02/2023 |
| United Advisor Group | Springfield | MO | 02/2023 | Present |
| N/A | Springfield | MO | 09/2018 | 12/2018 |
1)Strategic Financial Concepts;3089 South Greystone ct.Springfield, Mo 65804;Investment related-yes;Hours 40/160 Insurance Sales and Financial planning Start date- 09/20/2018 2) SFA LLC is legal name. dba is Strategic Financial ; Investment related: Yes; Location of the business: 3809 South Greystone Court, Suite A Springfield MO 65804 US; Responsibilities Duties: n/a; Start date with business: 2023-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-27 |
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