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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-01-17 |
| MO | RA | APPROVED | 2018-01-09 |
Branch Locations
7500 W 95Th Street, Overland Park, KS 66212 • United States
9601 Ne Barry Rd. Ste.#100, Kansas City, MO 64158 • United States
7500 W. 95Th Street, Overland Park, KS 66212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers & Investors Co., Inc. | Kansas City | KS | 01/2007 | 01/2018 |
| Invest Financial Corp | Tampa | FL | 02/2017 | 12/2017 |
| Infinex Investment, Inc. | Meriden | CT | 01/2018 | Present |
| Myrias Financial Management. Inc. | Kansas City | KS | 05/2024 | Present |
1. MINISTRY PARTNERS INVESTMENT CO.LLC. 915 WEST IMPERIAL HIGHWAY,STE 120, BREA,CA 92821.INVESTMENT RELATED, BOARD MEMBER. MEMBER OF BOARD OF DIRECTORS AND ALSO SERVE ON THE ALM COMMITTEE. MINISTRY PARTNERS IS INVOLVED IN CHURCH LENDING.START DATE 2/1/12,2HPM, 2HRS.DURING TRADING HOURS. 2) VIRTUE FINANCIAL ADVISORS LLC., YES INVESTMENT RELATED, 1300 N. 78TH STREET STE. G3, KANASA CITY, KS 66112, INSURANCE AGENCY, OWNER/PARTNER/AGENT, START DATE 04/24/2017, TAX PURPOSES, AS A MARKETING NAME - WILL EVENTUALLY BE USED AS A FIXED ONLY INSURANCE AGENCY, 20 HRS PER MONTH, 20 HRS TRADING. 3.) Myrias Financial Management, Inc. Yes, Investment related. Insurance Agency. Started May 2024. Owner. Approx 80 hours per month during trding hours. 4.) Senior Plan Resources, LLC. Medicare Supplements and Advantage sales. yes, investment related. Started July 2024. President. Manage & Market Medicare Supplements to bank customers.Medicare supplement & Advantage sales only. No other insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-21 |
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