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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
| MO | RA | APPROVED | 2023-03-21 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
1055 Ozark Care Drive, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srg Financial Advisors | Osage Beach | MO | 01/2010 | Present |
SRG Financial Advisors - 1055 Ozark Care Drive, Osage Beach, MO. Start date 01/01/2022. Insurance and Annuity Sales. Meet with clients to discuss their insurance needs. Investment related. 16 hours per month devoted to business. 16 hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
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