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Advisor at CAPTRUST
Wichita, 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 |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Aug 19, 2022 | n/a | yes | Wichita, KS | Current employment |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 19, 2018 | Oct 21, 2022 | no | WICHITA, KS|LEAWOOD, KS | Previous registration |
| IMA ADVISORY SERVICES, INC. | Mixed wealth | Jun 27, 2016 | May 30, 2018 | no | WICHITA, KS|DENVER, CO | 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 |
| IMA ADVISORY SERVICES, INC. | FRONTIER WEALTH MANAGEMENT, LLC | May 30, 2018 | Jun 19, 2018 | 20 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144344:175112:KS:2022-10-21 | Oct 21, 2022 | Aug 19, 2022 | LEAWOOD, KS | Firm change after gap |