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Advisor at GEOWEALTH MANAGEMENT LLC
Overland Park, KS | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | Independent wealth | Nov 14, 2014 | n/a | yes | CHICAGO, IL|Overland Park, KS | Current employment |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 24, 2011 | Apr 25, 2014 | no | LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT, LLC | GEOWEALTH MANAGEMENT LLC | Apr 25, 2014 | Nov 14, 2014 | 203 | Firm change | Other |