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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| KS | RA | APPROVED | 2023-09-21 |
Branch Locations
Wichita, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-17 |
Branch Locations
Wichita, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 08/2018 | 07/2022 |
| Wichita Federal Credit Union | Wichita | KS | 08/2016 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 07/2022 | 01/2023 |
| Raymond James Financial Services | Wichita | KS | 09/2023 | Present |
| Custom Alluring Homes Llc | Wichita | KS | 10/2022 | 08/2023 |
| Raymond James Financial Services Advisors, Inc | Wichita | KS | 09/2023 | Present |
| Keating & Associates, Inc. | Wichita | KS | 09/2023 | 05/2025 |
(1)Name of Business: Converse Financial Advisory INC Address: 3500 N Rock Rd Bldg 200, Wichita, KS, 67226-1341, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 09/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work alongside Mike and Brandon Converse as part of the Converse Team Financial Services. This is how we've branded ourselves in Wichita.W2 compensation with possibility of 1099 compensation in the future for services rendered (2)Name of Business: The Helmick Group, LLC Address: 12813 E Cherry Creek Ct, Wichita, KS, 67230, United States Activity Type: Business Owner Position/Title: Owner/Proprietor, Officer - CEO, Officer - President Investment Related: No Start Date: 04/08/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner responsible for overall business strategy, operations, and financial oversight. Serves as registered agent for legal and state compliance matters. Leads development and management of proprietary applications, including product design, engineering, and implementation. Oversees business development, partnerships, and revenue strategy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
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