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Cassidy Herrick Cheray

Osaic Wealth, Inc.

Wichita, KS

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • TX RA
    APPROVED_RES
    Since 2019-07-31
  • AR RA
    APPROVED
    Since 2019-02-11
  • KS RA
    APPROVED
    Since 2018-11-02
  • OK RA
    APPROVED
    Since 2018-11-02

Branch Locations

10333 E 21St St. N Suite 403, Wichita, KS 67206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → 11/2018
    Jhfn Sii
    Overland Park, KS
  • 08/2008 → Present
    Holy Cross Lutheran School
    Wichita, KS
  • 08/2010 → Present
    Friends University
    Wichita, KS
  • 01/2008 → Present
    Cheray Music Services Llc
    Wichita, KS
  • 11/2018 → Present
    Wichita, KS
Previous Registrations
  • 2014-03-07 → 2018-11-02
    Signator Investors, Inc.
    Wichita, KS
    Overland Park, KS
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-24
  • S66 Uniform Combined State Law Examination
    2012-11-24

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