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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-19 |
Branch Locations
Deer Creek Woods 7381 W 133Rd St Ste 208, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geha, Inc. | Lees Summit | MO | 08/2019 | Present |
| State Street Corporation | Kansas City | MO | 06/2017 | 08/2019 |
| Keen Wealth Advisors | Overland Park | KS | 01/2017 | 06/2017 |
| State Street Corporation | Kansas City | MO | 09/2016 | 12/2016 |
| Rockhurst University | Kansas City | MO | 08/2013 | 05/2017 |
| Nick And Jake's | Kansas City | MO | 11/2015 | 09/2016 |
| Woodbury Financial Services Inc | Overland Park | KS | 01/2023 | 01/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2024 | Present |
1. WILLIS FINANCIAL SOLUTIONS POSITION: Registered Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park, Kansas KS 66213, United States DESCRIPTION: I am a Registered Representative who works to support branch activities including Jerry Willis, who sells Fixed Life, Annuities and Medical Insurance. 2.WILLIS FINANCIAL SOLUTIONS POSITION: Registered Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park, Kansas KS 66213, United States DESCRIPTION: I am a Registered Representative who sells Fixed Life and Annuities, who also works to support branch activities of Jerry Willis, who sells Fixed Life, Annuities and Medical Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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