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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 |
Branch Locations
7280 Nw 87Th Ter Suite C-210, Kansas City, MO 64153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2021 | 07/2023 |
| The Cow Eatery | Morrison | CO | 03/2017 | 08/2017 |
| Textron Aviation | Wichita | KS | 07/2020 | 08/2020 |
| Kansas State University | Manhattan | KS | 08/2017 | 05/2021 |
| Mullen High School | Denver | CO | 08/2013 | 06/2017 |
| Woodbury Financial Services | Kansas City | MO | 07/2023 | 01/2024 |
| Osaic Wealth, Inc. | Kansas City | MO | 01/2024 | Present |
STERK FINANCIAL SERVICES INC. POSITION: Agent NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/12/2025 ADDRESS: 7280 NW 87th Terrace Suite C-210, Kansas City MO 64153, United States DESCRIPTION: Insurance and employee benefits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-27 |
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