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6540 Sw 10Th Ave Ste 102, Topeka, KS 66615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-16 |
| KS | RA | APPROVED | 2018-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kdwallstreet | Silver Lake | KS | 07/1999 | Present |
KDWallStreet FINANCIAL Services LLC (not investment related), services include TAX PREPARATION, bookkeeping and Business Consulting. KDWall is 100% OWNER. Firm began 2009 and relationship exists since beginning of Investment activity. 180 HOURS Monthly JAN-APRIL, 44 HOURS Monthly MAY-DEC. DURING MARKET HOURS: 110 HOURS Monthly JAN-APRIL, 22 HOUR DAILY MAY-DEC. Responsibilities include preparation of returns and financials and overseeing the preparation of returns as well as client interface. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES (may be investment related) can intersect with investment when evaluating use of indexed annuities, stared insurance license in 2002, 10 hours a month including Market hours. Responsibities include review a clients Life and health insurance needs and process any insurance policy that may be needed or requested. KDWallStreet MORTGAGE LLC, (non Investment related) Obtain residential. KD Wall is the owner, mortgage financing for individuals, 60 hours a month spent with 40 hours a month during trading hours, Evaluate qualifications and benefits of residential financing options and process the loans associated.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-03 |
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