DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CANVAS WEALTH ADVISORS, LLC
SHAWNEE, 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 |
|---|---|---|---|---|---|---|
| CANVAS WEALTH ADVISORS, LLC | Independent wealth | Dec 13, 2019 | n/a | yes | SHAWNEE, KS | Current employment |
| TWO WEST CAPITAL ADVISORS LLC | Institutional manager | Dec 18, 2018 | Apr 1, 2020 | no | OVERLAND PARK, KS|Kansas City, MO | Previous registration |
| MARINER WEALTH ADVISORS | Former SEC adviser | Mar 13, 2015 | Mar 31, 2018 | no | OVERLAND PARK, KS|LEAWOOD, KS | Previous registration |
| Mariner | Bd affiliated wealth | Sep 12, 2012 | Dec 19, 2018 | no | OVERLAND PARK, KS|LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | CANVAS WEALTH ADVISORS, LLC | Apr 1, 2020 | Dec 13, 2019 | -110 | Firm change after gap | Other |
| Mariner | MARINER WEALTH ADVISORS | Dec 19, 2018 | Mar 13, 2015 | -1,377 | Firm change after gap | Other |
| MARINER WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | Mar 31, 2018 | Dec 18, 2018 | 262 | Firm change | Other |