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Advisor at CAPTRUST
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 |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Aug 30, 2022 | n/a | yes | Leawood, KS | Current employment |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 4, 2013 | Oct 21, 2022 | no | LEAWOOD, KS | Previous registration |
| Onedigital | Institutional manager | Jun 4, 2012 | May 20, 2013 | no | OVERLAND PARK, KS | Previous registration |
| AMERITIME, LLC | State registered | Aug 10, 2009 | Jan 21, 2010 | no | OLATHE, KS | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Jan 7, 2009 | Jan 8, 2010 | no | OLATHE, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT, LLC | Captrust | Oct 21, 2022 | Aug 30, 2022 | -52 | Firm change after gap | Other |
| Onedigital | FRONTIER WEALTH MANAGEMENT, LLC | May 20, 2013 | Jun 4, 2013 | 15 | Firm change | Other |
| AMERITIME, LLC | Onedigital | Jan 21, 2010 | Jun 4, 2012 | 865 | Firm change after gap | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | AMERITIME, LLC | Jan 8, 2010 | Aug 10, 2009 | -151 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144344:175112:KS:2022-10-21 | Oct 21, 2022 | Aug 30, 2022 | LEAWOOD, KS | Firm change after gap |