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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 10/2006 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Independent Financial Services | Wichita | KS | 10/2006 | Present |
| Summit Brokerage Services, Inc. | Wichita | KS | 09/2016 | 12/2016 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2016 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2016 | 09/2023 |
| Osaic Wealth, Inc | Wichita | KS | 09/2023 | Present |
1. INDEPENDENT INSURANCE AGENT -8406 W MAPLE, WICHITA, KS, 4/1998 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 5/TRADING. 2. INDEPENDENT FINANCAIL SERVICES POSITION: FINANCIAL ADVISOR NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2006 ADDRESS: 8406 W MAPLE, WICHITA KS 67209 DESCRIPTION: WRITE LIFE INSURANCE POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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