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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
7381 W 133Rd St Suite 201, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 08/2002 | 08/2021 |
| Woodbury Financial Services Inc | Overland Park | KS | 09/2021 | 01/2024 |
| Osaic Wealth, Inc. | Stilwell | KS | 01/2024 | Present |
SECURITY FINANCIAL Inc. Investment related. Co owner. SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Start 6/30/20. SECURITY FINANCIAL, INC. POSITION: Owner NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2002 ADDRESS: 2539 W. 160th Terrace, Stilwell KS 66085, United States DESCRIPTION: market insurance products as appropriate client needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-06 |
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