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10820 Sunset Office Drive Suite 210, Sunset Hills, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-07 |
| FL | RA | APPROVED | 2013-08-08 |
| IL | RA | APPROVED | 2010-02-17 |
| MO | RA | APPROVED | 2009-09-14 |
Branch Locations
10820 Sunset Office Drive Suite 210, Sunset Hills, MO 63127 • United States
500 S. Australian Avenue Suite 110A, West Palm Beach, FL 33401 • United States
500 S. Australian Avenue #110A, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duncan Financial Managent, Inc. | Atlantis | FL | 07/2009 | Present |
Duncan Financial Management of Florida, Inc; 100% OWNER; START 12/2017; 500 S. Australian Ave #110A, West Palm Beach, FL 33401 Set up for Florida accounting activity of Duncan Financial Management, Inc. INDEPENDENT INSURANCE AGENT; 180HRS/MO; 100HRS/TRADING. 10820 Sunset Office Drive, Sunset Hills, MO 63127 and 500 S. Australian Ave #110A, West Palm Beach, FL 33401
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-13 |
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