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Advisor at SOUND STEWARDSHIP, 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 |
|---|---|---|---|---|---|---|
| SOUND STEWARDSHIP, LLC | Independent wealth | May 13, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| MISSION FINANCIAL PLANNING, INC. | State registered | Mar 27, 2023 | Oct 16, 2023 | no | MISSION, KS | Previous registration |
| FRUITFUL STEWARDSHIP LLC | n/a | Apr 30, 2018 | May 6, 2020 | no | OVERLAND PARK, KS | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 18, 2014 | Jul 14, 2016 | no | OVERLAND PARK, KS|Columbus, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Feb 7, 2013 | Mar 14, 2014 | no | OVERLAND PARK, KS | Previous registration |
| EDWARD JONES | National bd RIA | Oct 11, 2010 | Nov 2, 2011 | no | ST LOUIS, MO|WICHITA, KS|WICHITA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSION FINANCIAL PLANNING, INC. | SOUND STEWARDSHIP, LLC | Oct 16, 2023 | May 13, 2025 | 575 | Firm change after gap | Other |
| FRUITFUL STEWARDSHIP LLC | MISSION FINANCIAL PLANNING, INC. | May 6, 2020 | Mar 27, 2023 | 1,055 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | FRUITFUL STEWARDSHIP LLC | Jul 14, 2016 | Apr 30, 2018 | 655 | Firm change after gap | Other |
| CETERA ADVISORS LLC | VOYA FINANCIAL ADVISORS, INC. | Mar 14, 2014 | Sep 18, 2014 | 188 | Firm change | Other |
| EDWARD JONES | CETERA ADVISORS LLC | Nov 2, 2011 | Feb 7, 2013 | 463 | Firm change after gap | Other |