Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-06-14
  • KS RA
    APPROVED
    Since 2024-06-14

Branch Locations

7570 W 21St St N Ste 1050A, Wichita, KS 67205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Karen L. Beal Wichita KS 05/1994 Present
Beal Farms Wichita KS 03/2000 Present
Securities America, Inc. Wichita KS 07/2016 06/2024
Securities America Advisors Wichita KS 07/2019 06/2024
Osaic Wealth, Inc. Wichita KS 06/2024 Present
Osaic Wealth, Inc. Wichita KS 06/2024 Present
  • 05/1994 → Present
    Karen L. Beal
    Wichita, KS
  • 03/2000 → Present
    Beal Farms
    Wichita, KS
  • 07/2016 → 06/2024
    Securities America, Inc.
    Wichita, KS
  • 07/2019 → 06/2024
    Securities America Advisors
    Wichita, KS
  • 06/2024 → Present
    Wichita, KS
  • 06/2024 → Present
    Wichita, KS
Previous Registrations
  • 2019-07-18 → 2024-06-14
    Securities America Advisors, Inc.
    Wichita, KS
    Wichita, KS
Other Businesses

1. Beal Farms - Position: Bookkeeper / Farmhand - Nature: Farming - Investment Related: No - Hours: 20 - Securities Trading Hours: 4 - Start Date: 3/2000 - Address: 6800 W Fortuna St, Wichita KS 67215 2. Karen L. Beal - Position: Agent - Nature: Insurance Sales - Investment Related: Yes - Start Date: 5/1994 - Address: 7570 W 21st St. N Suite 1050A, Wichita KS 67205 3. KAREN BEAL POSITION: Owner/Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1994 ADDRESS: 6800 W Fortuna St, Wichita KS 67215, United States DESCRIPTION: Occasional sale of fixed insurance products such as term life insurance and fixed annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
S63 Uniform Securities Agent State Law Examination 1994-06-13
  • S66 Uniform Combined State Law Examination
    2019-07-15
  • S63 Uniform Securities Agent State Law Examination
    1994-06-13
Other Names
  • Karen Lee Green
  • Karen L Beal
  • Karen L Green

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor