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Advisor at WEALTH PARTNERS CORPORATION
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 |
|---|---|---|---|---|---|---|
| WEALTH PARTNERS CORPORATION | State registered | Jul 9, 2004 | n/a | yes | OVERLAND PARK, KS | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 7, 2004 | Jul 8, 2004 | no | KANSAS CITY, MO | Previous registration |
| WEALTH PARTNERS CORPORATION | State registered | Apr 15, 2004 | Jun 8, 2004 | no | LEAWOOD, KS | Previous registration |
| COHEN ADVISORY SERVICES,LLC | n/a | Dec 1, 2000 | Apr 8, 2004 | no | LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WEALTH PARTNERS CORPORATION | Jul 8, 2004 | Jul 9, 2004 | 1 | Firm change | Wirehouse to state RIA |
| WEALTH PARTNERS CORPORATION | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 8, 2004 | Jun 7, 2004 | -1 | Firm change | Other |
| COHEN ADVISORY SERVICES,LLC | WEALTH PARTNERS CORPORATION | Apr 8, 2004 | Apr 15, 2004 | 7 | Firm change | Other |