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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-26 |
Branch Locations
1055 Ozark Care Drive, Osage Beach, MO 65065 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 08/2024 | Present |
| Srg Financial Advisors | Osage Beach | MO | 08/2023 | Present |
| Self Employment - Stonk Queen | Sunrise Beach | MO | 12/2019 | 08/2023 |
| University Of Kansas | Lawrence | KS | 08/2018 | 12/2022 |
| Blue Valley West High School | Overland Park | KS | 08/2014 | 05/2018 |
1) SRG Financial Advisors - 1055 Ozark Care Drive, Osage Beach, MO 65065. Start date 01/01/2024. Insurance and Annuity Sales. Meeting with clients to discuss their insurance needs. Not Investment Related. 16 hours per month devoted to business. 16 hours per month devoted during securities hours. 2) Social Media; @fore.auggie - 38 Keystone Circle Sunrise Beach, MO 65079. Start date 10/15/2025. Agent to manage my dog's social media page and sponsorship opportunities. Not investment related. 20 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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