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Advisor at DIVERSIFIED WEALTH ADVISORS, LLC
KANSAS CITY, MO
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED WEALTH ADVISORS, LLC | State registered | Mar 27, 2024 | n/a | yes | KANSAS CITY, MO | Current employment |
| KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC | State registered | Mar 15, 2021 | Dec 22, 2023 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH ADVISORS, LLC | Dec 22, 2023 | Mar 27, 2024 | 96 | Firm change | Other |