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Advisor at POSTROCK PARTNERS 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 |
|---|---|---|---|---|---|---|
| POSTROCK PARTNERS LLC | Mixed wealth | Dec 11, 2023 | n/a | yes | OVERLAND PARK, KS | Current employment |
| COPPER FINANCIAL | Independent wealth | Jun 28, 2022 | Aug 28, 2023 | no | Los Angeles, CA|LENEXA, KS|LENEXA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPER FINANCIAL | POSTROCK PARTNERS LLC | Aug 28, 2023 | Dec 11, 2023 | 105 | Firm change | RIA to new firm |