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Reading the graph
Advisor at KAVAR CAPITAL PARTNERS
LEAWOOD, 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 |
|---|---|---|---|---|---|---|
| KAVAR CAPITAL PARTNERS | Independent wealth | Apr 19, 2023 | n/a | yes | LEAWOOD, KS | Current employment |
| CREATIVE PLANNING | Independent wealth | Nov 7, 2018 | Apr 17, 2023 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | KAVAR CAPITAL PARTNERS | Apr 17, 2023 | Apr 19, 2023 | 2 | Firm change | RIA to RIA |