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Advisor at KONZA GLOBAL WEALTH GROUP
OVERLAND PARK, 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 |
|---|---|---|---|---|---|---|
| KONZA GLOBAL WEALTH GROUP | Independent wealth | Jul 8, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| FORTUNE FINANCIAL ADVISORS, LLC | Independent wealth | Mar 1, 2012 | Sep 30, 2024 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jul 25, 2007 | Feb 6, 2012 | no | OVERLAND PARK, KS | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | May 2, 2007 | May 31, 2007 | no | COLORADO SPRINGS, CO|LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTUNE FINANCIAL ADVISORS, LLC | KONZA GLOBAL WEALTH GROUP | Sep 30, 2024 | Jul 8, 2024 | -84 | Firm change after gap | RIA to new firm |
| PRINCIPAL SECURITIES, INC. | FORTUNE FINANCIAL ADVISORS, LLC | Feb 6, 2012 | Mar 1, 2012 | 24 | Firm change | Other |
| HORNOR, TOWNSEND & KENT, LLC | PRINCIPAL SECURITIES, INC. | May 31, 2007 | Jul 25, 2007 | 55 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145799:331692:KS:2024-09-30 | Sep 30, 2024 | Jul 8, 2024 | OVERLAND PARK, KS | Firm change after gap |