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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 04/2016 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 04/2016 | 05/2022 |
| Lpl Financial Llc | Topeka | KS | 05/2022 | 03/2023 |
| Central National Bank's Wealth Management And Trust Services | Topeka | KS | 04/2023 | Present |
| Raymond James Financial Services, Inc. | Topeka | KS | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Topeka | KS | 04/2023 | Present |
(1)Name of Business: OCI Address: 800 SE Quincy St, Topeka, KS, 66612-1114, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I refer clients to OCI who need help with individual health insur and or Medicare
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-06 |
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