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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-11-25 |
| MT | RA | APPROVED | 2023-01-06 |
| CA | RA | APPROVED | 2021-07-02 |
| MO | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED_RES | 2007-08-13 |
| KS | RA | APPROVED | 2005-03-09 |
Branch Locations
1605 N Waterfront Parkway Ste 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinion Insurance Agency, Llc | Wichita | KS | 03/2005 | Present |
| Pinion Investment Advisors, Llc D/B/A Kcoe Wealth Management | Wichita | KS | 03/2005 | Present |
| Securities America, Inc. | Wichita | KS | 08/2005 | 03/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2018 | Present |
1. Pinion Insurance Agency, LLC. Investment Related. 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206. Independent Insurance Agency. Agent. 03/2005. 40 Hrs/Mo; 15 Hrs/Mo During Trading Hours. Insurance Agent. 2. Pinion Investment Advisors, LLC d/b/a Pinion Wealth Management LLC; Investment Related; 1605 N Waterfront Parkway, Ste 200 Wichita, KS 67206; RIA/IAR; 80 hrs/mo; 70 hrs during trading; Investment Advisor Representative. 3. Purshe Kaplan Sterling; Investment Related, 80 State Street, Albany, NY 12207, 10 hrs/mo, 2 during trading hours. Registered Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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