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Advisor at YOUR FINANCIAL PARTNERSHIP
LEES SUMMIT, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| YOUR FINANCIAL PARTNERSHIP | State registered | May 15, 2018 | n/a | yes | LEES SUMMIT, MO | Current employment |
| ONE ADVISORY PARTNERS, LLC | Independent wealth | Oct 3, 2022 | Mar 25, 2023 | no | OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 3, 2006 | Apr 17, 2018 | no | OVERLAND PARK, KS | Previous registration |
| CB FINANCIAL ADVISORS | n/a | Sep 23, 2005 | Jul 10, 2006 | no | PROVO, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONE ADVISORY PARTNERS, LLC | n/a | Mar 25, 2023 | n/a | n/a | Departure no registered destination | Departure |
| WADDELL & REED | YOUR FINANCIAL PARTNERSHIP | Apr 17, 2018 | May 15, 2018 | 28 | Firm change | Ibd to state RIA |
| CB FINANCIAL ADVISORS | WADDELL & REED | Jul 10, 2006 | Aug 3, 2006 | 24 | Firm change | Other |