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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 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
13220 Metcalf Avenue #210, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Advisors | Wichita | KS | 09/2010 | 09/2023 |
| Osaic Wealth, Inc. | Wichita | KS | 09/2023 | Present |
1. AD ASTRA FINANCIAL GROUP - DBA POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2013 ADDRESS: 820 N Main, Wichita KS 67203, United States DESCRIPTION: DBA 2. AD ASTRA FINANCIAL GROUP - DBA POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/22/2013 ADDRESS: 765e 2nd St, Wichita KS 67202, United States DESCRIPTION: I act as a Notary Public for our clients when needed. 3. EDUCATIONAL SEMINAR POSITION: Instructor NATURE: Educational Seminar INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/20/2022 ADDRESS: 765 e 2nd, Suite 200, Wichita KS 67202, United States DESCRIPTION: I present general information on retirement to guests who attend the seminar.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-24 |
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