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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-01-06 |
| OK | RA | APPROVED | 2022-09-08 |
| CA | RA | APPROVED | 2021-09-17 |
| CO | RA | APPROVED | 2014-11-06 |
| TX | RA | APPROVED_RES | 2007-04-02 |
| KS | RA | APPROVED | 2004-06-29 |
Branch Locations
816 Campus Dr, Garden City, KS 67846 • United States
8801 Renner Blvd, Suite 100, Lenexa, KS 66219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinion Investment Advisors, Llc Dba Pinion Wealth Management Llc | Garden City | KS | 08/2000 | Present |
| Securities America Inc. | Garden City | KS | 09/2005 | 03/2018 |
| Pinion Insurance Agency, Llc | Wichita | KS | 08/2000 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2018 | Present |
1. Pinion Insurance Agency. Investment Related. 8801 Renner Blvd, Suite 100, Lenexa, KS 66219. Independent Insurance Agency. Agent. 08/2000. 30 Hrs/Mo; 15 Hrs During Trading Hours. Insurance Agent. 2. Pinion Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. Start: 11/2020. 160 hr/month; all during trading hours. Provide financial advice to clients. 3.Purshe Kaplan Sterling-Investment Related- Broker/Dealer, Registered Rep, 18 Corporate Woods Blvd. Albany, NY 12211, 3/2018. 10Hrs/mo, 5 trading hours/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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