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Advisor at COPPER FINANCIAL
LENEXA, 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 |
|---|---|---|---|---|---|---|
| COPPER FINANCIAL | Independent wealth | Apr 5, 2018 | n/a | yes | LENEXA, KS|LENEXA, KS | Current employment |
| WADDELL & REED | Former SEC adviser | Nov 29, 2016 | Apr 3, 2018 | no | OVERLAND PARK, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jun 22, 2005 | Nov 11, 2016 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS|HOUSTON, TX|HOUSTON, TX|WESLACO, TX|HOUSTON, TX|PITTSBURG, TX|CARTHAGE, TX|HOUSTON, TX|ESSEX JUNCTION, VT|MOUNT PLEASANT, TX|MOUNT PLEASANT, TX|SULPHUR SPRINGS, TX|JASPER, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | COPPER FINANCIAL | Apr 3, 2018 | Apr 5, 2018 | 2 | Firm change | Ibd to RIA |
| VSR ADVISORY SERVICES | WADDELL & REED | Nov 11, 2016 | Nov 29, 2016 | 18 | Firm change | Other |