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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
10011 West 21St Street N Ste 109, Wichita, KS 67205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 12/2006 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Warnke Financial Services | Wichita | KS | 12/2006 | Present |
| Summit Brokerage Services, Inc. | Wichita | KS | 09/2016 | 10/2018 |
| Summit Financial Group, Inc. | Boca Raton | FL | 09/2016 | 10/2018 |
| Securities America, Inc. | Wichita | KS | 10/2018 | 06/2024 |
| Arbor Point Advisors | Wichita | KS | 10/2018 | 11/2024 |
| Osaic Wealth, Inc. | Wichita | KS | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. Arbor Point Advisors POSITION: IAR NATURE: Advisory investment business for clients INVESTMENT RELATED: Yes START DATE: 4/27/2018 ADDRESS: 10011 W 21st St Ste #109, Wichita KS 67205 2. Warnke Financial Services, Inc. - DBA 3. WARNKE FINANCIAL SERVICES INC POSITION: IAR NATURE: Warnke Financial Services, Inc Investments and insurance related INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 80 START DATE: 03/21/2007 ADDRESS: 10011 W 21st St, Ste #109, Wichita KS 67205, United States DESCRIPTION: Invest for clients into mutual funds, ETFs, stocks and the like. I am an IAR 4. INSURANCE SALES POSITION: insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/27/2018 ADDRESS: 10011 W 21st St Ste #109, Wichita KS 67205, United States DESCRIPTION: selling life and health insurance, fixed and indexed annuities,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-25 |
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