DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P•••••••• S••••••••• I•••
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 |
|---|---|---|---|---|---|---|
| P•••••••• S••••••••• I••• | Bd affiliated wealth | Feb 17, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| T••••••• I••••••••• M••••••••• I••• | Bd affiliated wealth | Jul 28, 2022 | Feb 12, 2025 | no | MINNEAPOLIS, MN|Overland Park, KS |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T••••••• I••••••••• M••••••••• I••• | P•••••••• S••••••••• I••• | Feb 12, 2025 | Feb 17, 2025 | 5 | Firm change | Ibd to ibd |
| M•• I•••••••• S•••••••• L•• | T••••••• I••••••••• M••••••••• I••• | Jun 2, 2022 | Jul 28, 2022 |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Dec 20, 2018 | Jun 2, 2022 | no | Chesterfield, MO | Previous registration |
| V•••••• A•••• M••••••••• I••• | State registered | May 2, 2018 | Sep 14, 2018 | no | SAINT LOUIS, MO | Previous registration |
| V•••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Mar 24, 2017 | Nov 8, 2017 | no | ST. LOUIS, MO | Previous registration |
| 56 |
| Firm change |
| Ibd to ibd |
| V•••••• A•••• M••••••••• I••• | M•• I•••••••• S•••••••• L•• | Sep 14, 2018 | Dec 20, 2018 | 97 | Firm change | Other |
| V•••• F•••••••• A•••••••• I••• | V•••••• A•••• M••••••••• I••• | Nov 8, 2017 | May 2, 2018 | 175 | Firm change | Other |