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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 |
| MO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
120 N Main St Suite 1, El Dorado, KS 67042 • United States
10561 Barkley St Suite 200, Overland Park, KS 66212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Overland Park | KS | 11/2014 | 01/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2024 | Present |
1. CORNERSTONE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 60 START DATE: 12/28/2015 ADDRESS: 8500 College Blvd, Overland Park KS 66210 DESCRIPTION: Property Casualty Licensed 2. CORNERSTONE COMPANIES POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 60 START DATE: 12/28/2015 ADDRESS: 4400 College Blvd, Suite 350, Overland Park KS 66211, United States DESCRIPTION: Property Casualty Licensed 3. CORNERSTONE WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2015 ADDRESS: 10561 Barklet Street, Suite 200, Overland Park KS 66212, United States DESCRIPTION: Sell Life, Health, Disabillity, Long-Term Care, and Critical Illness Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-08 |
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