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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-30 |
| OK | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED_RES | 2019-07-31 |
| NE | RA | APPROVED | 2018-12-20 |
| KS | RA | APPROVED | 2018-11-02 |
Branch Locations
10333 E 21St St. N Suite 403, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Overland Park | KS | 01/2015 | 11/2018 |
| Osaic Wealth, Inc. | Wichita | KS | 11/2018 | Present |
1. VANTAGEPOINTE FINANCIAL GROUP POSITION: financial advisor NATURE: super osj INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2015 ADDRESS: 7701 E Kellogg, Suite 715, Wichita KS 67207, United States DESCRIPTION: "Sales/marketing of securities, investment advisory and insurance products" 2. GROUP BENEFITS POSITION: Agent NATURE: a. Insurance Broker: Health and Group Benefits, Principal, insurance sales, start 1/18/18, approx 5 hrs mo, 1 hr trading....... b. Insurance Broker: Health and Group Benefits, The Standard7701 E. Kellogg, Suite 715 Wichita, KS 67207, group benefits agent, 5/17/2018, approx 2 hrs mo, 1 hr trading....... INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2016 ADDRESS: 7701 e kellogg, Suite 715, wichita KS 67207, United States DESCRIPTION: a. Insurance Broker: Health and Group Benefits, Principal, insurance sales, start 1/18/18, approx 5 hrs mo, 1 hr trading....... b. Insurance Broker: Health and Group Benefits, The Standard7701 E. Kellogg, Suite 715 Wichita, KS 67207, group benefits agent, 5/17/2018, approx 2 hrs mo, 1 hr trading....... 3. EXODUS CHURCH POSITION: Finance Committee NATURE: Church/Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 15200 E Central Ave, Wichita KS 67230, United States DESCRIPTION: Serve on the finance committee at my church 4. MARKLEY VENTURES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2026 ADDRESS: 14201 E Wentworth Ct, Wichita KS 67230, United States DESCRIPTION: Setting up a taxation entity for the business practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-12 |
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