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358 N Main Street Suite 100, Wichita, KS 67202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-06-22 |
Branch Locations
1520 Kansas Avenue, Great Bend, KS 67530 • United States
358 N Main Street Suite 100, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams, Brown, Beran & Bell | Colby | KS | 01/1988 | Present |
| Avantax Investment Services, Inc. | Colby | KS | 04/2001 | 06/2020 |
| Hd Vest Advisory Services | Great Bend | KS | 04/2017 | 06/2020 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 11/2018 | 06/2020 |
| Mcpholdings Llc | Mcpherson | KS | 07/2019 | Present |
| W Holdings Llc | Great Bend | KS | 12/2018 | Present |
| Adamsbrown Wealth Consultants Llc | Great Bend | KS | 06/2020 | Present |
| Private Client Services | Great Bend | KS | 06/2020 | 03/2025 |
1) ADAMS, BROWN, BERAN & BALL CHTD. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING/CPA FIRM. PRESIDENT-CEO. 190 HRS/MO; 160 DURING TRADING HRS. 2) ABBB PARTNERS, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. CONSULTING AND ROYALTIES. PARTNER AND ACCOUNTANT. 5 HRS/MO; 5 DURING TRADING HRS. 3) ADAMS BROWN, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING FIRM, PREPARATION OF TAX RETURNS, FINANCIAL STATEMENTS AND BUSINESS CONSULTING. 10 HRS/MO; 10 DURING TRADING HRS. 4) B & T RENTALS LLC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. RENTAL MANAGEMENT. PARTNER-MANAGER. 10 HRS/MO; 0 DURING TRADING HRS. 5) BRIAN STAATS. 2101 FOXFLOVE CIR, GREAT BEND, KS 67530. RESIDENTIAL AND COMMERCIAL RENTALS. OWN AND MANAGE RENTAL PROPERTIES. 10 HRS/MO; 2 DURING TRADING HRS. 6) GROWTH STRATEGIST LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. M & A CONSULTING. SHAREHOLDER-CEO. .5 HRS/MO; .5 DURING TRADING HRS. 7) MCPHOLDINGS LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. COMMERCIAL REAL ESTATE HOLDING COMPANY - RENTAL. PASSIVE PARTNER. 0 HRS/MO; 0 DURING TRADING HRS. 8) RMS SOLUTIONS INC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. PROPERTY MANAGEMENT AND CONSULTING. PRESIDENT. 40 HRS/MO; 5 DURING TRADING HRS. 9) TAX PROCESSORS INC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. TECHNOLOGY COMPANY. PRESIDENT-CEO. 5 HRS/MO; 5 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-21 |
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