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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-14 |
Branch Locations
7570 W 21St St N Ste 1050A, Wichita, KS 67205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-13 |
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