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Advisor at CALIBER WEALTH MANAGEMENT, 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 |
|---|---|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT, LLC | Independent wealth | Jan 14, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| PETROVIC FINANCIAL SERVICES | Former SEC adviser | Aug 21, 2015 | Aug 12, 2025 | no | PRAIRIE VILLAGE, KS | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 3, 2010 | Aug 25, 2015 | no | KANSAS CITY, MO|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PETROVIC FINANCIAL SERVICES | CALIBER WEALTH MANAGEMENT, LLC | Aug 12, 2025 | Jan 14, 2025 | -210 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | PETROVIC FINANCIAL SERVICES | Aug 25, 2015 | Aug 21, 2015 | -4 | Firm change | Other |