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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2009 | 11/2022 |
| Ohio National Insurance Company | Cincinnati | OH | 02/2009 | 11/2022 |
| Woodbury Financial Services Inc | Wichita | KS | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | Wichita | KS | 01/2024 | Present |
1) LIFE CHURCH OF THE PLAINS - FREEDOM CHURCH POSITION: Board Member - Financial NATURE: Financial Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 7070 SW 60th St, Augusta KS 67010, United States DESCRIPTION: Discuss Financial activity of the church. No check writing capability. 2) WHITE EAGLE CREDIT UNION POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 2830 Ohio Street, Augusta KS 67010, United States DESCRIPTION: Board Member 3) KINGDOM ASSETS LLC POSITION: Partner NATURE: We formed the LLC to purchase land/real estate for our future office needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2024 ADDRESS: 500Adams Ave, Eldorado KS 67042, United States DESCRIPTION: We formed this for purchasing land/real estate for a future office. There is no activity other than looking at properties. IN WEALTH MANAGEMENT POSITION: Founding Partner, Financial Advisor NATURE: DBA Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/17/2022 ADDRESS: 8100 E 22nd St N blding 2100-1, Wichita KS 67226, United States DESCRIPTION: Promoting and searching for new clients and business to be brought in for financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
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