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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2015-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Wichita | KS | 12/2014 | 03/2018 |
| Pinion Investment Advisors, Llc D/B/A Pinion Wealth Management | Wichita | KS | 12/2014 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2018 | Present |
1. PINION INVESTMENT ADVISORS D/B/A PINION WEALTH MANAGEMENT LLC Investment Related; 1605 N Waterfront Pkwy, Ste 200 Wichita KS 67206 RIA; IAR/Chief Compliance Officer 11/2014; 80 hrs/month; 60 hrs during securities hours Assist Advisors, Chief Compliance Officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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