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Advisor at TRIUNE FINANCIAL PARTNERS, 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 |
|---|---|---|---|---|---|---|
| TRIUNE FINANCIAL PARTNERS, LLC | Independent wealth | Sep 13, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 28, 2022 | Aug 11, 2023 | no | Kansas City, MO|Leawood, KS|Oklahoma City, OK|Springfield, MO|Wichita, KS|Tulsa, OK | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 26, 2018 | Nov 1, 2021 | no | GREENWOOD VILLAGE, CO|NEW YORK, NY|Greenwood Village, CO | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 30, 2017 | Apr 2, 2018 | no | DENVER, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 16, 2010 | Apr 6, 2016 | no | CHICAGO, IL|TULSA, OK|OAK BROOK, IL|HOUSTON, TX|PRINCETON, NJ|ROGERS, AR|DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIUNE FINANCIAL PARTNERS, LLC | Aug 11, 2023 | Sep 13, 2024 | 399 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Nov 1, 2021 | Jul 28, 2022 | 269 | Firm change | Wirehouse to wirehouse |
| LPL FINANCIAL LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 2, 2018 | Sep 26, 2018 | 177 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL FINANCIAL LLC | Apr 6, 2016 | Oct 30, 2017 | 572 | Firm change after gap | Other |