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Advisor at GREENLEAF FINANCIAL NETWORK, LLC
KANSAS CITY, MO
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 |
|---|---|---|---|---|---|---|
| GREENLEAF FINANCIAL NETWORK, LLC | Independent wealth | Jan 2, 2018 | n/a | yes | KANSAS CITY, MO | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | Jan 8, 2018 | no | Kansas City, MO | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Feb 7, 2003 | Sep 1, 2016 | no | KANSAS CITY, MO|KANSAS CITY, MO|OVERLAND PARK, KS | Previous registration |
| THE MASTERS, INC. | n/a | Feb 23, 2000 | Feb 7, 2003 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | GREENLEAF FINANCIAL NETWORK, LLC | Jan 8, 2018 | Jan 2, 2018 | -6 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Sep 1, 2016 | Sep 1, 2016 | 0 | Bulk transfer | Other |
| THE MASTERS, INC. | VSR ADVISORY SERVICES | Feb 7, 2003 | Feb 7, 2003 | 0 | Bulk transfer | Other |