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Advisor at INVESTMENT CONSULTING SERVICES, LLC
Shawnee, KS
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 |
|---|---|---|---|---|---|---|
| INVESTMENT CONSULTING SERVICES, LLC | No RAUM reported | Jul 16, 2024 | n/a | yes | Shawnee, KS | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jul 29, 2020 | Dec 19, 2022 | no | OVERLAND PARK, KS|GREENWOOD VILLAGE, CO | Previous registration |
| COPPER FINANCIAL | Independent wealth | May 16, 2019 | Jul 9, 2020 | no | LENEXA, KS|Shawnee, KS|Lenexa, KS|LENEXA, KS | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Mar 16, 2006 | Dec 31, 2012 | no | KANSAS CITY, MO | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | May 28, 2003 | Aug 10, 2004 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT CONSULTING SERVICES, LLC | Dec 19, 2022 | Jul 16, 2024 | 575 | Firm change after gap | Other |
| COPPER FINANCIAL | EMPOWER ADVISORY GROUP, LLC | Jul 9, 2020 | Jul 29, 2020 | 20 | Firm change | Other |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | COPPER FINANCIAL | Dec 31, 2012 | May 16, 2019 | 2,327 | Firm change after gap | Other |
| TD AMERITRADE, INC. | AMERICAN CENTURY ADVISORY SERVICES, INC. | Aug 10, 2004 | Mar 16, 2006 | 583 | Firm change after gap | Other |