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Advisor at GREYSTONE CAPITAL PARTNERS GROUP LLC
KANSAS CITY, MO | Lake Quivira, 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 |
|---|---|---|---|---|---|---|
| GREYSTONE CAPITAL PARTNERS GROUP LLC | State registered | May 20, 2021 | n/a | yes | KANSAS CITY, MO|Lake Quivira, KS | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 1, 2019 | Jun 11, 2021 | no | KANSAS CITY, MO | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Mar 3, 2011 | Mar 1, 2019 | no | MINNEAPOLIS, MN|LAWRENCE, KS|Overland Park, KS|KANSAS CITY, MO | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 11, 2010 | Feb 1, 2011 | no | OVERLAND PARK, KS|WEST DES MOINES, IA|OVERLAND PARK, KS | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 7, 2001 | Feb 3, 2010 | no | TULSA, OK|OVERLAND PARK, KS|BARTLESVILLE, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | GREYSTONE CAPITAL PARTNERS GROUP LLC | Jun 11, 2021 | May 20, 2021 | -22 | Firm change | Ibd to state RIA |
| QUESTAR ASSET MANAGEMENT, INC. | WOODBURY FINANCIAL SERVICES, INC. | Mar 1, 2019 | Mar 1, 2019 | 0 | Bulk transfer | Ibd to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Feb 1, 2011 | Mar 3, 2011 | 30 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | SECURIAN FINANCIAL SERVICES, INC. | Feb 3, 2010 | Feb 11, 2010 | 8 | Firm change | Other |