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358 N Main Street Suite 100, Wichita, KS 67202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-07-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Intrust Bank | Wichita | KS | 11/2006 | 06/2020 |
| Lpl Financial Llc | Wichita | KS | 07/2011 | 06/2020 |
| Private Client Services | Wichita | KS | 06/2020 | 12/2025 |
| Adamsbrown Wealth Consultants Llc | Wichita | KS | 06/2020 | Present |
Independent Insurance Agent~Insurance sales through various companies. Jeffrey A and Carla J Smith Rev Liv Trust. 2510 N Spring Hollow St, Wichita, KS 67228. This is my personal Revocable Trust, where I am grantor and trustee. Grantor and Trustee of Rev Liv Trust. 0 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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