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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-26
KS RA APPROVED 2023-04-26
TX RA APPROVED_RES 2023-04-26
  • CA RA
    APPROVED
    Since 2023-04-26
  • KS RA
    APPROVED
    Since 2023-04-26
  • TX RA
    APPROVED_RES
    Since 2023-04-26

Branch Locations

3705 Clinton Pkwy Suite 200, Lawrence, KS 66047 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 04/2023
Afa Inc Dba Affinity Financial Advisors Lawrence KS 01/2020 04/2023
Afa Inc Lawrence KS 04/2021 04/2023
Afa Inc Dba Mcdaniel Knutson Financial Partners Lawrence KS 12/2009 04/2023
Aw Securities Folsom CA 04/2023 Present
  • 01/2013 → 04/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2020 → 04/2023
    Afa Inc Dba Affinity Financial Advisors
    Lawrence, KS
  • 04/2021 → 04/2023
    Afa Inc
    Lawrence, KS
  • 12/2009 → 04/2023
    Afa Inc Dba Mcdaniel Knutson Financial Partners
    Lawrence, KS
  • 04/2023 → Present
    Aw Securities
    Folsom, CA
Previous Registrations
  • 1987-06-29 → 2023-08-15
    Affinity Financial Advisors
    Lawrence, KS
  • 2006-03-04 → 2023-04-20
    Cetera Wealth Services, Llc
    Lawrence, KS
    Sewickley, PA
    Lawrence, KS
  • 2001-05-17 → 2003-05-30
    Lawrence, KS
Other Businesses

1-FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX # OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE 2-NAME OF OTHER BUSINESS: DOUGLAS COUNTY CASA INC ; INVESTMENT RELATED: NO ; 1009 NEW HAMPSHIRE STE A & B, LAWRENCE, KS 66044 ; NATURE OF BUSINESS: CHILD ADVOCACY ; START DATE: 01/2017 ; POSITION/TITLE/RELATIONSHIP: ADVOCATE APX # OF HOURS PER WEEK: 2 ; APX # OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: REPRESENT THE CHILDS WISHES TO THE COURT ; 3-NAME OF OTHER BUSINESS: NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS(NAIFA); INVESTMENT RELATED: NO; 25 S KANSAS AVE STE 500 TOPEKA, KS 66612; NATURE OF BUSINESS: NON-PROFIT GROUP; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX # OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: LEAD DISCUSSION ON INVESTMENT RISK; 4-NAME OF OTHER BUSINESS: AFA INC DBA MCDANIEL KNUTSON FINANCIAL PARTNERS ; INVESTMENT RELATED: YES ; SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / FINANCIAL PROFESSIONAL ; APX # OF HOURS PER WEEK: 15-20 APX # OF HOURS DURING TRADING HOURS: 15-20 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES ; 5. Corkel Inc, LLC - owned by the McDaniel Family Living Trust of which I am a trustee - started in 10/2025 - no hours are devoted to this per month, and compensation is 33 1/3% of the profits earned - this was created for the benefit of our children Corrie & Kevin, to which the other 66 2/3% of profits go to.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-03-13
  • S63 Uniform Securities Agent State Law Examination
    1980-03-13
Designations
Other Names
  • Jude Mcdaniel
  • Judith Lynn Cordaro

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