Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-03-09
  • KS RA
    APPROVED
    Since 2021-03-09

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
Royal Alliance Wichita KS 11/2020 Present
Ark Valley K-Lawn Newton KS 05/2014 Present
Usd #373 Newton KS 08/2008 06/2020
  • 11/2020 → Present
    Royal Alliance
    Wichita, KS
  • 05/2014 → Present
    Ark Valley K-Lawn
    Newton, KS
  • 08/2008 → 06/2020
    Usd #373
    Newton, KS
Other Businesses

1. ARK VALLEY K-LAWN POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2014 ADDRESS: 601 Quail Creek Avenue, NEWTON KS 67114, United States DESCRIPTION: Lawn Maintenance 2. USD #373- NEWTON, KS POSITION: Assistant Track and Field Coach NATURE: Coaching Track and Field (shot put and discus) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2010 ADDRESS: 308 E. 1st Street, Newton KS 67114, United States DESCRIPTION: Help kids in Track and Field to earn opportunities 3. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Super OSJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2021 ADDRESS: 10333 E. 21st St. N., Suite #403, Wichita KS 67206, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) EXECUTOR OF TRUST POSITION: Executor NATURE: My Aunt, Susan McKaig, who is a client has asked me to be the executor of her trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 601 Quail Creek Avenue, Newton KS 67114, United States DESCRIPTION: To act on behalf of the estate, which would be if it's a will, or on behalf of the trust if it's a trust document, to administer the assets, handle any claims, and then distribute the assets as those documents state.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-25
  • S66 Uniform Combined State Law Examination
    2021-02-25
Other Names
  • Peter J Anderson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor