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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 |
| KS | RA | APPROVED | 2024-06-20 |
| MO | RA | APPROVED | 2024-06-14 |
| NE | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2345 Grand Blvd Ste 1625, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Kansas City | MO | 11/2003 | 06/2024 |
| Pgn Financial Services, Llc | Kansas City | MO | 11/2003 | Present |
| Securities America Advisors, Inc. | Kansas City | MO | 01/2004 | 06/2024 |
| Osaic Wealth, Inc. | Kansas City | MO | 06/2024 | Present |
1. PGN FINANCIAL, LLC POSITION: sales NATURE: PGN FINANCIAL LLC; INSURANCE SALES, SOLE PROP. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 2345 Grand Blvd Ste 1625, Kansas City MO 64108 DESCRIPTION: Insurance Sales 2. G-M HOMES POSITION: member NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2025 ADDRESS: 5437 Glen Arm Rd., Glen Arm MD 21057, United States DESCRIPTION: provide investment capital and occasional consult with other member who is my son
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
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