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Advisor at GREENLEAF FINANCIAL NETWORK, LLC
Hutchinson, KS | 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 |
|---|---|---|---|---|---|---|
| GREENLEAF FINANCIAL NETWORK, LLC | Independent wealth | Oct 28, 2024 | n/a | yes | Hutchinson, KS|LEAWOOD, KS | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 14, 2024 | Oct 30, 2024 | no | HUTCHINSON, KS | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Oct 16, 2017 | Jun 14, 2024 | no | HUTCHINSON, KS|HUTCHINSON, KS|HUTCHINSON, KS | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Aug 10, 2016 | Oct 20, 2017 | no | El Segundo, CA|HUTCHINSON, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Nov 7, 2008 | Aug 11, 2016 | no | OVERLAND PARK, KS|HUTCHINSON, KS | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Oct 1, 2007 | Dec 10, 2008 | no | HUTCHINSON, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jan 17, 2006 | Jun 1, 2007 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Aug 28, 2003 | Jan 18, 2006 | no | ORLAND PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | GREENLEAF FINANCIAL NETWORK, LLC | Oct 30, 2024 | Oct 28, 2024 | -2 | Firm change | Ibd to RIA |
| SECURITIES AMERICA ADVISORS, INC. | OSAIC WEALTH, INC. | Jun 14, 2024 | Jun 14, 2024 | 0 | Bulk transfer | Ibd to ibd |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | SECURITIES AMERICA ADVISORS, INC. | Oct 20, 2017 | Oct 16, 2017 | -4 | Firm change | Other |
| VSR ADVISORY SERVICES | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Aug 11, 2016 | Aug 10, 2016 | -1 | Firm change | Other |
| INVESTACORP ADVISORY SERVICES INC | VSR ADVISORY SERVICES | Dec 10, 2008 | Nov 7, 2008 | -33 | Firm change after gap | Other |
| VSR ADVISORY SERVICES | INVESTACORP ADVISORY SERVICES INC | Jun 1, 2007 | Oct 1, 2007 | 122 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | VSR ADVISORY SERVICES | Jan 18, 2006 | Jan 17, 2006 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:284165:KS:2024-10-30 | Oct 30, 2024 | Oct 28, 2024 | HUTCHINSON, KS | Firm change |
| 14503:29604:KS:2016-08-11 | Aug 11, 2016 | Aug 10, 2016 | HUTCHINSON, KS | Firm change |