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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-01-24 |
| MO | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
Kansas City, MO • United States
10851 Mastin Street Suite 950, Overland Park, KS 66210-1669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Overland Park | KS | 10/2006 | 01/2025 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2025 | Present |
1. WILLIAM GIST POSITION: Agent NATURE: To write fixed annuities/insurance through outside carriers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2006 ADDRESS: 10851 Mastin St Ste 950 Overland Park KS 66210 DESCRIPTION: Sell fixed annuities and fixed life insurance 2. MY NAME - WILLIAM GIST AT OSAIC WEALTH POSITION: Agent NATURE: To sell clients health insurance products (individual plans) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2013 ADDRESS: 10851 Mastin St Ste 950 Overland Park KS 66210 DESCRIPTION: Provide clients with health insurance plans as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-08 |
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