Best Investors Account Sign in
Current Employers
Financial Benefits, Inc

3500 N. Rock Road Bldg 300, Wichita, KS 67226 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-05
  • KS RA
    APPROVED
    Since 2025-03-05

Branch Locations

3500 N. Rock Road Bldg 300, Wichita, KS 67226 • United States

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-02-25
  • KS RA
    APPROVED
    Since 2025-02-25

Branch Locations

3500 N Rock Rd Bldg 300-A, Wichita, KS 67226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Wichita KS 04/2014 03/2020
Ameriprise Financial Services, Llc Wichita KS 03/2020 01/2025
Cambridge Investment Research, Inc. Fairfield IA 02/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2025 Present
Finanical Benefits, Inc. Wichita KS 03/2025 Present
Previous Registrations
  • 2014-04-04 → 2025-01-29
    Wichita, KS
    Wichita, KS
    Wichita, KS
  • 2011-12-07 → 2014-05-09
    Guidance Financial Consultants, Inc.
    Kapaa, HI
  • 2010-11-24 → 2014-04-07
    Girard Securities, Inc.
    Wichita, KS
    San Diego, CA
    Kapaa, HI
  • 2008-12-17 → 2010-11-26
    Osaic Services, Inc.
    Wichita, KS
  • 2005-03-28 → 2008-12-16
    Marietta, GA
  • 2004-09-29 → 2005-03-28
    Cambridge Investment Research, Inc.
    Marietta, GA
    Ocilla, GA
Other Businesses

1. YMCA CHILD CARE AND CAMP, 402 N Market St, Wichita KS 67202, United States, 02/28/2025, Board Member, Volunteer, NIR, 2 HR/MO - 1 HR/MO TRADING 2. INSURANCE, 3500 N Rock Road, Wichita KS 67226, United States, 02/28/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 1 HR/MO TRADING 3. FINNACIAL BENEFITS, INC, 3500 N Rock Road, Wichita KS 67226, United States, 02/28/2025, RIA, DBA Name, NIR, 5 HR/MO - 4 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 5. THE LAMPO GROUP, LLC D/B/A RAMSEY SOLUTIONS ("RS"), 1011 Reams Fleming Blvd, Franklin TN 37064, 05/2025, Agent, Marketing, NIR, 4 HR/MO, 3 HR/MO TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-27
S63 Uniform Securities Agent State Law Examination 2000-08-15
  • S65 Uniform Investment Adviser Law Examination
    2004-09-27
  • S63 Uniform Securities Agent State Law Examination
    2000-08-15
Other Names
  • Phil Edgar
  • J Philip Edgar

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor