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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| IL | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2023-06-07 |
| MO | RA | APPROVED | 2003-01-03 |
Branch Locations
16020 Swingley Ridge Rd Suite 240, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Research Associates | St Louis | MO | 05/1981 | Present |
| Osaic Wealth, Inc. | Chesterfield | MO | 09/1995 | Present |
| Financial Legacy Assoc., Llc | Chesterfield | MO | 06/1998 | Present |
FINANCIAL LEGACY ASSOCIATES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1992 ADDRESS: 16020 Swingley Ridge Road, Suite 100, Chesterfield MO 63017, United States DESCRIPTION: Analyze, recommend, and sell life and health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-28 |
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