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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-18 |
Branch Locations
5 River Park Place East, Suite 320, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 05/2013 | 07/2020 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 08/2020 | 04/2023 |
| Pinion Investment Advisors, Llc | Fresno | CA | 04/2023 | Present |
1.Pinion Insurance Agency LLC -04/2023- INV REL -1605 N Waterfront Pkwy, Ste 200 Wichita, KS -Agent - Non-Variable Insurance - START 01/01/2016 - 5 HOURS PER MONTH - I plan on offering insurance products as part of the planning process for clients' needs. 2. Wild Man Consulting LLC- Owner-Consulting-Start 7/26/22- less than 5 hrs/mo. Provides personal and business consulting. 3.Graveline Financial-Referral source.1243 E Spruce Ave # 105, Fresno, CA 93720 Start 01/2015. 1 hour per month-refer clients to Graveline to get better rates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-22 |
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