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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 11/2014 | 11/2022 |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2015 | 11/2022 |
| Woodbury Financial Services Inc | Wichita | KS | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | Wichita | KS | 01/2024 | Present |
1)INSURANCE SALES; NOT INVESTMENT RELATED; 8100 E 22nd St N, Building 2100-1 WICHITA, KS 67226; SALE OF INSURANCE AND ANNUITY PRODUCTS; AGENT; 01/15/2015-PRESENT; 120 HOURS/MONTH (60 DURING MARKET HOUR); SALE OF PRODUCTS WITH VENDORS. 2)IN WEALTH MANAGEMENT POSITION: Partner, Financial Advisor NATURE: DBA Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/17/2022 ADDRESS: 3500 N Rock Rd, Building 1900, Wichita KS 67226, United States DESCRIPTION: Promoting and searching for new clients and business to be brought in for financial advising. 3) PARTNER 135 POSITION: Board member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 6020 Harwell Acres Ln, Van Buren AZ 72956, United States DESCRIPTION: Board Member - Mission Sending Organization 4) I WILL GO MINISTRIES INC POSITION: president NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 500 Adams Ave, El Dorado KS 67042, United States DESCRIPTION: Coordinate, plan and take mission groups trips. 5) LEGACY A&I, LLC POSITION: Owner NATURE: LLC for rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 500 Adams Ave, El Dorado KS 67042, United States DESCRIPTION: own rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-17 |
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