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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-28 |
Branch Locations
107 Sw Market St Ste A, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Tax Advisors Of Kc, Inc | Lee's Summit | MO | 06/2013 | 04/2024 |
| Commonwealth Financial Network | San Diego | CA | 06/2020 | 10/2025 |
| Kdh Advisors, Llc | Lees Summit | MO | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lees Summit | MO | 10/2025 | Present |
(1) Name of Business: KDH Advisors, LLC dba Friedline Financial Address: 107 SW Market St Ste A, Lees Summit, MO, 64063-2360, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/26/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I help Kirk keep track of compliance rules and regulations and make sure we are following everything. I respond to client phone calls, emails, and text messages. I open and help service client accounts. I am a non-soliciting registered person.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-25 |
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