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5000 W. 95Th Street, Suite 102, Praire Village, KS 66207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-18 |
| KS | RA | APPROVED | 1997-05-20 |
Branch Locations
5000 W. 95Th Street, Suite 102, Praire Village, KS 66207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Financial Advisors | Overland Park | KS | 03/1997 | Present |
| Triad Advisors, Llc | Norcross | GA | 01/2002 | 08/2024 |
| Osaic Wealth, Inc. | Prairie Village | KS | 08/2024 | Present |
1. PIONEER FINANCIAL ADVISORS; INVESTMENT RELATED; 5000 W. 95th STREET, SUITE 102, PRAIRIE VILLAGE, KS 66207; RIA; PRINCIPAL; 5/1/94; 40 HRS/MONTH;1/2 HRS/DAY; COMPENSATION-FEE (1-2% OF AUM); INVESTMENT ADVISOR. 2. APPOINTMENT WITH MULTIPLE INSURANCE CARRIERS; INVESTMENT RELATED; 10965 GRANADA LN. SUITE 202, LEAWOOD, KS 66211; LIFE AND HEALTH; AGENT; 1994; 5 HRS/MONTH; <1 HR/DAY; COMPENSATION-COMMISSION; SELL LTC, LIFE, ANNUITIES. 3. JAMES KINYON POSITION: Consultant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1994 ADDRESS: 5000 W. 95th Street, Suite 102, Prairie Village, Kansas KS 66207, United States DESCRIPTION: Term and long term care insurance for my clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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