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1011 Poyntz Avenue, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas State University - College Of Veterinary Medicine | Manhattan | KS | 05/2016 | 02/2018 |
| Edward Jones | Manhattan | KS | 02/2017 | 05/2017 |
| Kansas State University | Manhattan | KS | 08/2014 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2018 | 08/2018 |
| Vanguard Via Randstad | Malvern | PA | 09/2018 | 05/2020 |
| The Trust Company | Manhattan | KS | 06/2020 | 08/2021 |
| Raymond James Financial Services, Inc. | Manhattan | KS | 09/2021 | 07/2025 |
| Raymond James Financial Services Advisors, Inc. | Manhattan | KS | 04/2022 | 07/2025 |
| Keating Financial Advisory Services | Manhattan | KS | 09/2021 | Present |
| Steadfast Wealth Group | Manhattan | KS | 12/2024 | Present |
(1)Name of Business: Management & Planning Services Address: Manhattan, KS, 66502, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/18/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide project management (2)Name of Business: Steadfast Wealth Group Address: 1011 Poyntz Ave, Manhattan, KS, 66502-5458, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 12/05/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 81+ Description of duties: Steadfast Wealth Group is a division of Management and Planning Services, which is already disclosed as a DBA. Our branding and website will reflect "Steadfast Wealth Group", when it is complete and approved by RJ.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
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