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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-11-25 |
| MT | RA | APPROVED | 2023-08-17 |
| CA | RA | APPROVED | 2023-05-23 |
Branch Locations
1019 E Main Street Suite 201, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 05/2023 |
| City Of Oxnard | Oxnard | CA | 01/2014 | 02/2019 |
| Pinion Investment Advisors | Fresno | CA | 05/2023 | Present |
Pinion Insurance Agency-Investment Related-1605 N Waterfront Parkway, Suite 200, Wichita, KS 67206, Insurance Agency, Insurance Agent-05/2023, 10hours/month, 3 during trading hours. Providing fixed and variable products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-04 |
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