DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at I••• W••••• M••••••••• L••
Wichita, KS | OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| I••• W••••• M••••••••• L•• | Independent wealth | May 25, 2017 | n/a | yes | Wichita, KS|OMAHA, NE | Current employment |
| V••••• C•••••• M••••••••• L•• | Independent wealth | Jun 27, 2014 | May 22, 2017 | no | BRENTWOOD, TN|witchita, KS |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V••••• C•••••• M••••••••• L•• | I••• W••••• M••••••••• L•• | May 22, 2017 | May 25, 2017 | 3 | Firm change | Other |
| C•••••• A••••••• S•••••••• L•• | V••••• C•••••• M••••••••• L•• | Sep 16, 2014 | Jun 27, 2014 |
| C•••••• A••••••• S•••••••• L•• | Independent wealth | Apr 29, 2014 | Sep 16, 2014 | no | WICHITA, KS | Previous registration |
| I•••••••• A•••••••• L•• | Bd affiliated wealth | Apr 20, 2009 | Apr 30, 2014 | no | LARCHWOOD, IA|WICHITA, KS|Urbandale, IA|WICHITA, KS|Urbandale, IA | Previous registration |
| T••••••••• F•••••••• A•••••••• L•• | Bd affiliated wealth | Oct 19, 2001 | Apr 24, 2009 | no | WICHITA, KS|SAN DIEGO, CA|WICHITA, KS | Previous registration |
| -81 |
| Firm change after gap |
| Other |
| I•••••••• A•••••••• L•• | C•••••• A••••••• S•••••••• L•• | Apr 30, 2014 | Apr 29, 2014 | -1 | Firm change | Other |
| T••••••••• F•••••••• A•••••••• L•• | I•••••••• A•••••••• L•• | Apr 24, 2009 | Apr 20, 2009 | -4 | Firm change | Other |