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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-31 |
| AR | RA | APPROVED | 2019-02-11 |
| KS | RA | APPROVED | 2018-11-02 |
| OK | 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 |
|---|---|---|---|---|
| Jhfn Sii | Overland Park | KS | 03/2012 | 11/2018 |
| Holy Cross Lutheran School | Wichita | KS | 08/2008 | Present |
| Friends University | Wichita | KS | 08/2010 | Present |
| Cheray Music Services Llc | Wichita | KS | 01/2008 | Present |
| Osaic Wealth, Inc. | Wichita | KS | 11/2018 | Present |
1. INSURANCE BROKERAGE POSITION: Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/26/2015 ADDRESS: 7701 E Kellogg Ave Suite #715, Wichita KS 67207, United States DESCRIPTION: Insurance Broker 2. HOLY CROSS-TEACHING/MUSICIAN POSITION: Teacher NATURE: Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 12/23/2013 ADDRESS: 600 N Greenwich Rd, Wichita KS 67206, United States DESCRIPTION: Music Teacher 3. MUSICIAN/CHERAY MUSIC SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2013 ADDRESS: 811 N Stratford Ln, Wichita KS 67206, United States DESCRIPTION: Musician, Music Lessons, Private Instruction 4. WICHITA STATE UNIVERSITY MUSIC ASSOCIATES POSITION: Board Member NATURE: Non-profit supporting Fine Arts at Wichita State University INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: 1845 Fairmount Street, Wichita KS 67260, United States DESCRIPTION: Board Member; monthly board meeting and 2-3 annual social events 5. BIKE WALK WICHITA POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2025 ADDRESS: 325 N St. Francis, Wichita KS 67202, United States DESCRIPTION: Board Member monthly board meeting, several annual scheduled events (weekends). 6. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: APPROPRIATE BUSINESS TYPE - LLC, C-CORP, S-CORP, PARTNERSHIP, SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2015 ADDRESS: 10333 E 21st St N Suite 403, Wichita KS 67206, United States DESCRIPTION: "Sales/marketing of securities, investment advisory and insurance products" 7. INSURANCE BROKERAGE POSITION: Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/26/2015 ADDRESS: 10333 E 21st St N Suite #403, Wichita KS 67206, United States DESCRIPTION: Insurance Broker 8. ENDURANCE INVESTMENTS LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2026 ADDRESS: 811 N Stratford Ln, Wichita KS 67206, United States DESCRIPTION: Established LLC to run all income through so would be taxed as S-Corp per the advice given from my attorney and CPA. Entity used to protect business and create tax savings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-24 |
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