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9412 East Central Avenue, Wichita, KS 67206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-09 |
| KS | RA | APPROVED | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wichita | KS | 03/2015 | 04/2017 |
| Raymond James Financial Services | Wichita | KS | 04/2017 | 07/2024 |
| Raymond James Financial Services Advisors Inc. | Wichita | KS | 04/2017 | 07/2024 |
| Douglass Wealth Management, Llc | Wichita | KS | 04/2017 | 07/2024 |
| Douglass Investment Group Llc | Wichita | KS | 07/2024 | Present |
| Douglass Investment Group | Wichita | KS | 12/2021 | 07/2024 |
(1)NAME OF BUSINESS: DOUGLASS HOLDINGS LLC ADDRESS: 2419 W TIMBERCREEK CT, WICHITA, KS, 67204, UNITED STATES ACTIVITY TYPE: RENTAL REAL ESTATE POSITION/TITLE: OWNER/PROPRIETOR INVESTMENT RELATED: YES START DATE: 04/08/2021 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 2-10 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0-1 DESCRIPTION OF DUTIES: SINGLE OWNER LLC (2)NAME OF BUSINESS: DOUGLASS INVESTMENT GROUP, LLC ADDRESS: 9412 E CENTRAL AVE, WICHITA, KS, 67206, UNITED STATES ACTIVITY TYPE: SUPPORT COMPANY - OWNER POSITION/TITLE: OFFICER - CEO INVESTMENT RELATED: NO START DATE: 04/24/2017 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 2-10 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 2-10 DESCRIPTION OF DUTIES: MANAGING PARTNER OF OUR PRACTICE OPERATES UNDER. (3) INSURANCE AGENT- INVESTMENT RELATED; WITCHIA, KANSAS, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-23 |
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