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Advisor at FAMILY LEGACY ADVISORS, 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 |
|---|---|---|---|---|---|---|
| FAMILY LEGACY ADVISORS, LLC | State registered | Jun 22, 2022 | n/a | yes | OVERLAND PARK, KS | Current employment |
| EPIPHANY FINANCIAL COACHING | State registered | Jun 8, 2021 | May 3, 2022 | no | OVERLAND PARK, KS | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Feb 28, 2006 | Dec 21, 2011 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EPIPHANY FINANCIAL COACHING | FAMILY LEGACY ADVISORS, LLC | May 3, 2022 | Jun 22, 2022 | 50 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | EPIPHANY FINANCIAL COACHING | Dec 21, 2011 | Jun 8, 2021 | 3,457 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307859:320754:KS:2022-05-03 | May 3, 2022 | Jun 22, 2022 | OVERLAND PARK, KS | Firm change |