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123 South Main St., Mcpherson, KS 67460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swindoll, Janzen, Hawk & Loyd, Llc | Mcpherson | KS | 08/2006 | Present |
| Wealth Management Llc | Mcpherson | KS | 11/2015 | 03/2018 |
| Sjhl Financial Services, Llc | Mcpherson | KS | 12/2012 | Present |
I AM A PARTNER IN A CPA FIRM: SWINDOLL, JANZEN, HAWK & LOYD, LLC, NOT INVESTMENT RELATED, LOCATED AT 123 S. MAIN ST. PO BOX 1337, MCPHERSON, KS 67460. I BEGAN EMPLOYMENT WITH THE FIRM IN AUGUST 2006, I WORK APPROXIMATELY 200 HOURS PER MONTH. I DEVOTE APPROXIMATELY 140 HOURS OF THOSE HOURS PER MONTH DURING SECURITY TRADING HOURS AND I AM A PRACTICING CPA WITH DUTIES INCLUDING TAX PREPARATION AND PLANNING, BUSINESS ADVISORY SERVICES, AUDIT AND ATTESTATIONS SERVICES AND HELP RUN THE FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-19 |
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