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Advisor at GREENUP STREET 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 |
|---|---|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | Independent wealth | Jul 7, 2021 | n/a | yes | OVERLAND PARK, KS | Current employment |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Bd affiliated wealth | Nov 9, 2017 | May 4, 2021 | no | Kansas City, MO|KANSAS CITY, MO | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Jun 25, 2009 | Dec 31, 2012 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | GREENUP STREET WEALTH MANAGEMENT LLC | May 4, 2021 | Jul 7, 2021 | 64 | Firm change | Ibd to RIA |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Dec 31, 2012 | Nov 9, 2017 | 1,774 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 290043:311391:MO:2021-05-04 | May 4, 2021 | Jul 7, 2021 | KANSAS CITY, MO | Firm change |