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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-01 |
| KS | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
Branch Locations
13220 Metcalf Ave Suite 210, Overland Park, KS 66213 • United States
765 E. 2Nd Street #200, Wichita, KS 67202 • United States
Wichita, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig Financial Advisors, Inc. | Phoenix | AZ | 10/2005 | Present |
| Osaic Wealth, Inc. | Wichita | KS | 09/2023 | Present |
1) WHEATLAND INSURANCE GROUP, INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2001 ADDRESS: 305 S Bordeulac St, Wichita KS 67230, United States DESCRIPTION: Insurance products for myclients, product and sales training for around12 agents, none doing viatical settlements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-02 |
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