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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED | 2025-02-11 |
Branch Locations
8111 East 32Nd Street North Suite 106, Wichita, KS 67226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden City Community College | Garden City | KS | 08/2016 | 05/2018 |
| Kansas State University | Manhattan | KS | 08/2018 | 05/2019 |
| Oklahoma Panhandle State University | Goodwell | OK | 08/2019 | 05/2020 |
| Blackwood Ranch | Liberal | KS | 01/2012 | 04/2020 |
| Advanced Sprayfoam Insulation | Liberal | KS | 05/2020 | 01/2021 |
| Stoppel Dirt | Sublette | KS | 09/2020 | 06/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2021 | 02/2025 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 09/2022 | 02/2025 |
| Osaic Wealth | Wichita | KS | 02/2025 | Present |
1. NOXNUMIS LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/15/2022 ADDRESS: 8111 East 32nd Street North, Suite 106, Wichita KS 67226 DESCRIPTION: Financial and retirement planning services. Sales and service of various life insurance products, Medicare related insurance, and long-term care. DBA for financial services. 2. MEDICARE CAMPUS POSITION: Agent NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/15/2023 ADDRESS: 8111 East 32nd Street North, Wichita KS 67226 DESCRIPTION: Marketing DBA for Medicare related insurance sales. Provide Medicare and Social Security education. 3. ADVANCED ADVISORY SOLUTIONS INC POSITION: Private Wealth Manager NATURE: LLC/ S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/28/2019 ADDRESS: 8111 E 32ND ST N, WICHITA KS 67226-2604 DESCRIPTION: Sales and service of managed accounts/ retirement planning services 4. ADVANCED RETIREMENT SOLUTIONS INC POSITION: Private Wealth Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 09/15/2022 ADDRESS: 8111 East 32nd Street North, Suite 106, Wichita KS 67226 DESCRIPTION: Sales and service of various life/disability insurance, long term care, health insurance brokerage and property & casualty insurance. 5. ADVANCED MEDICARE SOLUTIONS POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/15/2022 ADDRESS: 8111 East 32nd Street North, Suite 106, Wichita KS 67226 DESCRIPTION: Sales and service of various life/disability insurance, long term care, Medicare and hospital indemnity. 6. RETIREMENT CAMPUS POSITION: Private Wealth Manager NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 8111 East 32nd Street North, Suite 106, Wichita KS 67226 DESCRIPTION: Provide general education on retirement/financial related topics. 7. STONECREEK WEALTH MANAGMENT & INSURANCE LLC POSITION: Owner NATURE: S-Corp/LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/15/2022 ADDRESS: 400 McCoy Ave, Sublette KS 67877 DESCRIPTION: Pass-through corporation for business expenses and taxation. Securities and insurance revenue. 8. BIG SKY COUNTRY ENTERPRISES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2025 ADDRESS: 1001 S Main St STE 49, Kalispell MT 59901 DESCRIPTION: Personal Vehicle Fleet Management 9. BLACKWOOD RANCH POSITION: Just hired help NATURE: It is my dads Ranch/Farm and I will go out on the occasional Saturday or Sunday and help him out there. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 9248 Road O, Liberal KS 67901, United States DESCRIPTION: I will go out to the ranch and help him check cattle or put out feed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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