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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-04-18 |
| NC | RA | APPROVED | 2025-01-31 |
| CA | RA | APPROVED | 2024-11-13 |
| LA | RA | APPROVED | 2024-06-25 |
| KS | RA | APPROVED | 2024-06-20 |
| AL | RA | APPROVED | 2024-06-14 |
| CO | RA | APPROVED | 2024-06-14 |
| FL | RA | APPROVED | 2024-06-14 |
| GA | RA | APPROVED | 2024-06-14 |
| IL | RA | APPROVED | 2024-06-14 |
| IN | RA | APPROVED | 2024-06-14 |
| IA | RA | APPROVED | 2024-06-14 |
| MI | RA | APPROVED | 2024-06-14 |
| MO | RA | APPROVED | 2024-06-14 |
| NE | RA | APPROVED | 2024-06-14 |
| NJ | RA | APPROVED | 2024-06-14 |
| OR | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| VA | RA | APPROVED | 2024-06-14 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas City Life Insurance | Kansas City | MO | 06/1995 | Present |
| Sunset Financial Services, Inc. | Kansas City | MO | 06/1995 | Present |
| Securities America Inc | Kansas City | MO | 11/2014 | 06/2024 |
| Securities America Advisors | Kansas City | MO | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Kansas City | MO | 06/2024 | Present |
1. KANSAS CITY LIFE INSURANCE CO POSITION: Officer of KCL NATURE: Assistant Vice President - Broker Dealer for Kansas City Life Insurance Co. (KCL) INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/31/9999 ADDRESS: 3520 Broadway Blvd, Kansas City, MO 64111, United States DESCRIPTION: I am an Assistant Vice President of Kansas City Life Insurance Co. (KCL). My duties are to oversee the day-to-day operations of Sunset Financial Serivces, Inc. (SFS) - a wholly owned subsidary of KCL. SFS is the broker-dealer subsidiary of KCL through which KCL and American Family variable products are distributed and underwritten. 2. SUNSET FINANCIAL SERVICES, INC. POSITION: Executive Officer - President NATURE: Executive Officer- President of Sunset Financial Services Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/15/1995 ADDRESS: 3520 Broadway, Kansas City MO 64111 DESCRIPTION: Executive Officer- President of Sunset Financial Services, Inc. (SFS). The broker-dealer is the distributing/underwriting broker-dealer for Kansas City Life and American Family variable products. My functions are to oversee the operations of SFS in relationship to the distribution of those products. 3. INSURANCE SALES POSITION: Sales NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1995 ADDRESS: 3520 Broadway, Kansas City MO 94111 DESCRIPTION: Occasionally sell a traditional/fixed insurance product
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-24 |
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