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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2231 Sw Wanamaker Rd, Ste 100, Topeka, KS 66614-4275 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Lawrence | KS | 06/2011 | Present |
| Rj Gigous Llc | Lawrence | KS | 10/2012 | Present |
| Topeka Active 20-30 Club | Topeka | KS | 02/2015 | 08/2018 |
| Securities America Inc | Topeka | KS | 12/2015 | 06/2024 |
| Securities America Advisors | Topeka | KS | 12/2015 | 06/2024 |
| Osaic Wealth, Inc. | Topeka | KS | 06/2024 | Present |
1. Greenwave Electric, Inc. Position: Shareholder - Nature: Passive business interest - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 9/2007 - Address: 1721 SW Van Buren, Topeka KS 66612 2. CORDELL & ASSOCIATES POSITION: Financial Advisor NATURE: Cordell & Associates is my employer INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 162 START DATE: 12/17/2015 ADDRESS: 7570 W 21st St, N #1050a, Wichita KS 67205 DESCRIPTION: A financial advisor 3. VARIOUS INSURANCE CARRIERS POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2011 ADDRESS: 6339 Lakeside Lane, Lawrence KS 66049 DESCRIPTION: Fixed insurance sales 4. LIMESTONE ENTERPRISES LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 2611 SW 17th St, Topeka KS 66604, United States DESCRIPTION: At this advice of my attorney, this is a holding company 5. SATORI WEALTH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2231 SW Wanamaker Rd, Suite 100, Topeka KS 66614, United States DESCRIPTION: Holding company for the purchase of Cordell & Associates 6. SPORTING KAW VALLEY POSITION: Board Member NATURE: A board membership for a non-profit focused on youth development in the sport of soccer. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2019 ADDRESS: 3120 Mesa Way, Suite C, Lawrence KS 66049, United States DESCRIPTION: To provide oversight for the Sporting Kaw Valley Soccer Club.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-27 |
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