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1605 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-06 |
| CA | RA | APPROVED | 2023-01-09 |
| MT | RA | APPROVED | 2023-01-06 |
| CO | RA | APPROVED | 2008-09-24 |
| TX | RA | APPROVED | 2007-04-13 |
| KS | RA | APPROVED | 2006-09-07 |
Branch Locations
1605 N Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Omaha | NE | 07/2006 | 03/2018 |
| Pinion Insurance Agency, Llc | Wichita | KS | 04/2006 | Present |
| Pinion | Wichita | KS | 01/2002 | Present |
| Pinion Investment Advisors, Llc Dba Pinion Wealth | Wichita | KS | 09/2006 | Present |
| Maverick Farms, Llc | Tribune | KS | 06/2006 | 10/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2018 | Present |
1) PINION INSURANCE AGENCY, LLC POSITION: Manager/Agent NATURE: Insurance agency owned by Pinion Wealth, LLC that receives payments for fixed insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/15/2006 ADDRESS: 1605 N Waterfront Parkway, Ste 200, Wichita KS 67206 DESCRIPTION: I am the manager of the entity and the resident agent. 2)PINION WEALTH MANAGEMENT LLC/PINION INVESTMENT ADVISORS LLC POSITION: Consultant NATURE: Pinion is a regional accounting and consulting firm and the parent company of Pinion Wealth INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2002 ADDRESS: 1605 N Waterfront Parkway, Ste 200, Wichita KS 67206 DESCRIPTION: Provide general consulting to businesses and individuals. No compensation is received for this activity. 3) PINION GLOBAL POSITION: Consultant ADDRESS: 1605 N Waterfront Parkway, Suite 200, Wichita, KS 67206 DESCRIPTION: Accounting and Consulting Firm 4)Purshe Kaplan Sterling,80 State Street, Albany, NY 12207, Registered Rep 5. Girl Dad, LLC. Not investment related. 7300 W Hidden Acres Street, Maize, KS 67101. Operating LLC. Member. Start date: 05/2025. 10 hrs/month; none during trading hours. Managing the business entity that is focused on equipment rental.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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