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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 | Feb 5, 2021 | n/a | yes | KANSAS CITY, MO | Current employment |
| EDWARD JONES | National bd RIA | Mar 10, 2017 | Nov 21, 2017 | no | Weston, MO|ST LOUIS, MO|WESTON, MO|WESTON, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | DIVERSIFIED WEALTH ADVISORS, LLC | Nov 21, 2017 | Feb 5, 2021 | 1,172 | Firm change after gap | Ibd to state RIA |