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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Wichita | KS | 01/2017 | 05/2018 |
| Wichita State University | Wichita | KS | 08/2013 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 06/2018 | 07/2019 |
| Voya Financial Advisors | Wichita | KS | 08/2019 | 02/2021 |
| Voya Financial Advisors, Inc. | Witchita | KS | 02/2021 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Duvall Wealth Partners Llc | North Wichita | KS | 01/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8621 E 21ST N STE 110; WICHITA; KS; 672069; Fixed Insurance Sales; Independent Insurance Agent; 2/4/2021; 160; 160; SALE OF FIXED INSURANCE PRODUCTS; 2) NAME OF OTHER BUSINESS: DUVALL WEALTH PARTNERS LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-09 |
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