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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-01 |
| LA | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
1101 Walnut Street Ste. 203, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | Overland Park | KS | 02/1998 | 10/2016 |
| Ameriprise Financial Services, Inc. | Kansas City | MO | 08/2005 | 10/2016 |
| Sagepoint Financial, Inc | Kansas City | MO | 10/2016 | 09/2023 |
| Osaic Wealth, Inc. | Kansas City | MO | 09/2023 | Present |
1) REAL ESTATE OWNERSHIP ; SINGLE FAMILY ; AR 71601/SINGLE FAMILY; RAYTOWN, MO 64133. 2) MAIN STREET FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Fictitious name used to market the business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 1101 Walnut St, Suite 203, Kansas City MO 64106, DESCRIPTION: Financial Advisor that advises clients and prospects under the marketing entity of Main Street Financial Advisors 3) COMMUNITY CHRISTIAN CYCLIST - TRIPLE C POSITION: President NATURE: Non-Profit Corporation My Christian motorcycle riding organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 312 SW Greenwich Dr, #193, Lee's Summit MO 64082 DESCRIPTION: The duties of the President shall include: A. Providing leadership to the ministry. B. Coordinating and chair all meetings. C. Appoint committee chair and Assistant Officers. D. Acting as the chief spokesperson of the ministry. E. Work with the Leadership Board to establish the ministry budget. F. Shall assist the Treasurer to ensure that IRS documentation and filings are performed as required. 4) DART BEIN, LC POSITION: Managing Partner NATURE: LC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2004 ADDRESS: 2501 S Ringo Road, Independence MO 64057 DESCRIPTION: Real Estate Ownership: pay expenses for Single Family Raytown, MO 64133 which went up for sale on 11/11/23; Office condo own and pay expenses related to condo 3) SELF, RENEE R FIELDS POSITION: Power of Attorney/Executor of Estate NATURE: POA for my father, Wesley W Johnson in Bloomfield, CT. He is not a current client. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2021 ADDRESS: 2501 Ringo Road, Independence MO 64057 DESCRIPTION: None right now. My father is healthy and in his right mind. 9. DART BEIN POSITION: Owner of property NATURE: LC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2012 ADDRESS: 9204 East 61st Street, Raytown MO 64133 DESCRIPTION: No duties, house went up for sale as of 11/11/2023. 4) DART BEIN, LC POSITION: Lessor NATURE: Lease office space to Elysian Wellness Campus, LLC. A med/spa, wellness center. They have not moved in yet. I have my office up for sale. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2025 ADDRESS: 1101 Walnut Street, Suite 203, Kansas City MO 64106 DESCRIPTION: Collect lease payments 5) DART BEIN, LC POSITION: Lessor NATURE: Lease office space to Patterson Law Group, took office of previous approved lawyer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 1101 Walnut, Suite 203, Kansas City MO 64106 DESCRIPTION: Collect rent. 6)WALLSTREET TOWER HOA POSITION: Board Member/Commercial Property Rep NATURE: Homeowner's Association INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1101 Walnut Street, Suite 203, Kansas City MO 64106 DESCRIPTION: Attend board meetings, address concerns, policy, procedures and maintenance of the building representing the commercial unit owners. Lease one of my offices in my unit to the Wallstreet Tower's Property Manager. 7) FIRST SERVICE RESIDENTIAL, PROPERTY MANAGER FOR WALLSTREET TOWER POSITION: Lessor NATURE: Lease office space to the building property manager for First Service Residential. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1101 Walnut St, Suite #203, Kansas City MO 64106, United States DESCRIPTION: None, rent is put against my HOA dues and utilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-18 |
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