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227 North Santa Fe, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| KS | RA | APPROVED | 2017-06-28 |
Branch Locations
2707 West Douglas Suite B, Wichita, KS 67213 • United States
227 North Santa Fe, Salina, KS 67401 • 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 |
|---|---|---|---|---|
| Haskell Financial Group Llc | Wichita | KS | 09/2014 | Present |
| Strategic Partners Financial Group | Wichita | KS | 09/2014 | 03/2017 |
| Cambridge Investment Research Inc | Fairfield | IA | 12/2014 | 05/2017 |
| Stonex Securities Inc | Wichita | KS | 05/2017 | Present |
| Producers Financial Network, Llc | Colorado Springs | CO | 04/2017 | 05/2017 |
| United Capital Management Of Kansas, Inc. | Wichita | KS | 06/2017 | Present |
1)United Capital Management of Kansas, Inc. 104 E. Iron Avenue, Salina, KS 67401 Registered Representative Investment related Investment Consultant Prospect, market, implement investment related products/services to clients 05/29/2017 150 hrs spent per month, 120 hrs during market hrs 2)United Capital Insurance, LLC 104 E Iron Ave, Salina, KS 67401 Provide insurance options as part of a full financial service process Investment related Licensed Representative Identify and share insurance solutions to current and prospective clients 05/25/2017 5 hrs. spent per month and 5 hrs. spent during market hrs. 3) Haskell Financial Group LLC 2707 West Douglas Ste B Wichita, KS 67213 Nature of Business: This is a Limited Liability Corporation being established to manage an investment related business. The LLC is being set up to maintain books and records as well as pay employees etc. Investment Related: Yes Title: President Start Date: 09/15/2020 Duties: Duties will consist of managing operations of the company including but not limited to paying bills, payroll, marketing promoting and tax tracking. Hours Devoted to Business: 40 hours per month Hours Devoted to Business during Market Hours: 20 hours per month. 4) RTJCLEE Holdings LLC - 2707 W Douglas AVE; Wichita KS 67213 Nature of Business: Own and occupy space in the above mentioned office building Investment Related: No Business Position: Member, 50% owner and occupant of the building Business Duties: occupy and oversee the physical operations of the property, 50% responsible for the finances related to ownership Business Start Date: 02/01/2025 Approximately 5 hours spent on this OBA monthly, with zero during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-04 |
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