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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers & Investors Co. | Kansas City | MO | 04/1999 | 01/2017 |
| Securities America, Inc. | Mission | KS | 01/2017 | 06/2024 |
| Securities America Advisors | Mission | KS | 01/2017 | 06/2024 |
| Osaic Wealth, Inc. | Mission | KS | 06/2024 | Present |
| Osaic Wealth, Inc. | Mission | KS | 06/2024 | Present |
1. DBA: Goodburn Financial 2. INSURANCE SALES POSITION: agent NATURE: Fixed Annuities Life Insurance Index Annuities - EIA - Jackson National INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/01/1997 ADDRESS: 3710 W. 52nd Pl, Roeland Park KS 66205, United States DESCRIPTION: I sell insurance to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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