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Advisor at CAPTRUST
Leawood, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Aug 19, 2022 | n/a | yes | Leawood, KS | Current employment |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 17, 2009 | Oct 21, 2022 | no | LEAWOOD, KS | Previous registration |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 20, 2007 | Jan 9, 2008 | no | LEAWOOD, KS | Previous registration |
| ASPEN WEALTH MANAGEMENT, INC. | Former SEC adviser | Feb 23, 2005 | Sep 7, 2007 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT, LLC | Captrust | Oct 21, 2022 | Aug 19, 2022 | -63 | Firm change after gap | Other |
| ASPEN WEALTH MANAGEMENT, INC. | FRONTIER WEALTH MANAGEMENT, LLC | Sep 7, 2007 | Sep 20, 2007 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144344:175112:KS:2022-10-21 | Oct 21, 2022 | Aug 19, 2022 | LEAWOOD, KS | Firm change after gap |