DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLEARPATH WEALTH MANAGEMENT, L.C.
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 |
|---|---|---|---|---|---|---|
| CLEARPATH WEALTH MANAGEMENT, L.C. | State registered | Jun 27, 2018 | n/a | yes | OVERLAND PARK, KS | Current employment |
| LEGACY ADVISORY GROUP, LLC | Former SEC adviser | Dec 15, 2016 | Jul 5, 2018 | no | OVERLAND PARK, KS | Previous registration |
| LEGACY ADVISORY GROUP | Former SEC adviser | Jan 22, 2008 | Dec 31, 2016 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY ADVISORY GROUP, LLC | CLEARPATH WEALTH MANAGEMENT, L.C. | Jul 5, 2018 | Jun 27, 2018 | -8 | Firm change | RIA to state RIA |
| LEGACY ADVISORY GROUP | LEGACY ADVISORY GROUP, LLC | Dec 31, 2016 | Dec 15, 2016 | -16 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141329:285596:KS:2016-12-31 | Dec 31, 2016 | Dec 15, 2016 | OVERLAND PARK, KS | Firm change |