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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-12 |
Branch Locations
1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinion Wealth | Wichita | KS | 06/2024 | Present |
| Smoky Hill Country Club | Hays | KS | 08/2023 | 06/2024 |
| One Digital | Overland Park | KS | 05/2021 | 08/2023 |
| Smoky Hill Country Club | Hays | KS | 08/2019 | 05/2021 |
| Student | Plainville | KS | 01/2015 | 08/2019 |
Pinion Insurance Agency-Investment related, 1605 N Waterfront Pkwy, Wichita, KS, Insurance Agency, Assistant to agents, 06/2024, 5 hours/mo.,1 hour during trading. Assists agents on policies. Purshe Kaplan Sterling-Investment Related, 80 State St. Albany, NY 12207, Assistant to Reps, 06/2024, 5 hours/month, 1 during trading. Assists reps .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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