DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CETERA PLANNING PARTNERS
LEAWOOD, KS | ESTERO, FL
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 |
|---|---|---|---|---|---|---|
| CETERA PLANNING PARTNERS | Independent wealth | Jun 1, 2021 | n/a | yes | LEAWOOD, KS|ESTERO, FL | Current employment |
| VISIONARY WEALTH ADVISORS, LLC | Independent wealth | Jul 29, 2016 | Jun 2, 2021 | no | ST. LOUIS, MO|Buena Vista, CO | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Jul 27, 2015 | Oct 28, 2016 | no | CHESTERFIELD, MO|OVERLAND PARK, KS | Previous registration |
| THE MUTUAL FUND STORE | Former SEC adviser | Apr 16, 2001 | Sep 8, 2015 | no | CHESTERFIELD, MO|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS, LLC | CETERA PLANNING PARTNERS | Jun 2, 2021 | Jun 1, 2021 | -1 | Firm change | RIA to RIA |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | VISIONARY WEALTH ADVISORS, LLC | Oct 28, 2016 | Jul 29, 2016 | -91 | Firm change after gap | Other |
| THE MUTUAL FUND STORE | FINANCIAL ENGINES ADVISOR CENTER, LLC | Sep 8, 2015 | Jul 27, 2015 | -43 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109238:169610:KS:2016-10-20 | Oct 28, 2016 | Jul 29, 2016 | OVERLAND PARK, KS | Firm change after gap |
| 120225:109238:KS:2015-09-08 | Sep 8, 2015 | Jul 27, 2015 | OVERLAND PARK, KS | Firm change after gap |