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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1400 Terradyne Drive #228, Andover, KS 67002 • United States
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Wichita | KS | 05/1998 | 06/2021 |
| Nylife Securities Inc. | Wichita | KS | 05/1998 | 06/2021 |
| Keene Insight Financial Strategies, Llc | Wichita | KS | 11/2004 | Present |
| Eagle Strategies Llc | Wichita | KS | 10/2020 | 06/2021 |
| Woodbury Financial Services Inc | Wichita | KS | 06/2021 | 01/2024 |
| Osaic Wealth, Inc. | Andover | KS | 01/2024 | Present |
1) INSURANC POSITION: Agent NATURE: Brokering life, fixed annuity, LTC and disability insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2022 ADDRESS: 1400 Terradyne Drive, Suite 228, Andover KS 67002, United States DESCRIPTION: Providing insurance solutions where appropriate 2) KEENE INSIGHT FINANCIAL STRATEGIES, LLC POSITION: Founder / CEO NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 1400 Terradyne Drive, Suite 228, Andover KS 67002, United States DESCRIPTION: This is just a DBA for the financial services business which includes the already disclosed brokerage and my work as a Financial Advisor / Registered Representative. 3) TERRACE HOA POSITION: Vice President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 13251 E. Glen Creek, Wichita KS 67230, United States DESCRIPTION: Go to Board Meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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