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Advisor at CALIBER WEALTH MANAGEMENT, LLC
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 |
|---|---|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT, LLC | Independent wealth | Jul 15, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 29, 2015 | Oct 2, 2024 | no | OVERLAND PARK, KS|Overland Park, KS | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 2, 2009 | Oct 13, 2014 | no | OVERLAND PARK, KS | Previous registration |
| SPECTRUM WEALTH ADVISORS, INC. | n/a | Jan 5, 2009 | Dec 31, 2009 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CALIBER WEALTH MANAGEMENT, LLC | Oct 2, 2024 | Jul 15, 2024 | -79 | Firm change after gap | Ibd to new firm |
| SPECTRUM WEALTH ADVISORS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 31, 2009 | Oct 2, 2009 | -90 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:331165:KS:2024-10-02 | Oct 2, 2024 | Jul 15, 2024 | OVERLAND PARK, KS | Firm change after gap |