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WS

Wendi Sun

BURCH & COMPANY,
Kansas City, MO 64116
Some features on this profile are disabled
CRD#: 7419015
WS

Professional summary

Wendi Sun is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.

Wendi is registered as a RR (Registered Representative) and started their career in finance in 2021. Wendi has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Wendi Sun's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 23, 2024 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
Kansas City, MO
Past

August 31, 2021 - July 30, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(6/9/2025)
RR
Florida
(6/13/2025)
RR
Illinois
(4/25/2025)
RR
Massachusetts
(6/9/2025)
RR
New Hampshire
(4/25/2025)
RR
New York
(7/4/2025)
RR
Tennessee
(7/4/2025)
RR
Texas
(10/23/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/10/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/31/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures

Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BURCH & COMPANY, INC

CRD#: 102280Kansas City, MO 64116

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