SUNRISE ADVISORS, INC.
Legal name: SUNRISE ADVISORS
CRD #111953 SEC #801-60459 LEAWOOD, KS 913-681-0215
SEC Registered
Total AUM
$706.7M
Discretionary
$706.7M
Employees
6
Clients
101
Accounts
589
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATTERSON, JENNA, D. | I | DIRECTOR OF OPERATIONS | NA | |
| SCOTT, SAM, ROBERT | I | VICE PRESIDENT | NA | |
| SCOTT, SAM, ROBERT | I | VICE PRESIDENT | NA | |
| SCOTT, SAM, ROBERT | I | VICE PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DAVID, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHARIMAN/PRESIDENT | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | E | Control |
| SCOTT, DAVID, PAUL | I | CHAIRMAN / CHIEF INVESTMENT OFFICER / ASSISTANT COMPLIANCE OFFICER | D | Control |
| SCOTT, SAMUEL, ROBERT | I | PRESIDENT | C | Control |
| WALSH, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | A | |
| WALSH, SARAH, SCOTT | I | ADVISOR ON SABBATICAL | A |
Registrations
Federal
IA
Mar 17, 2020 REGISTERED
Notice Filings (11)
AZ CA CO FL IL KS MO NE NH NY TX
Address
3710 WEST 135TH STREETLEAWOOD, KS 66224-7611
United States
Phone: 913-681-0215