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120 S Santa Fe, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| KS | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Salt Lake City | KS | 11/2015 | 04/2021 |
| Ofg Financial Services, Inc | Topeka | KS | 05/2021 | 03/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2026 | Present |
| Pathway Financial Solutions, Inc. | Salina | KS | 03/2026 | Present |
1. Pathway Financial Solutions, Inc. Investment related. At registered location. RIA. COO / Secretary. Start date: 03/2026. 160 hrs/month; all during trading hours. Wealth Manager and assist with operating activities. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 03/2026. 5 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Pathway Group Insurance Advisors, LLC. Investment related. At registered location. Fixed/Traditional insurance. Partner. Start date: 01/2025. 10 hrs/month; all during trading hours. Offer group insurance as well as individual insurance. This is life and health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
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