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Advisor at TWO WEST CAPITAL ADVISORS 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 |
|---|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | Institutional manager | Oct 26, 2022 | n/a | yes | OVERLAND PARK, KS | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Feb 7, 2020 | Oct 4, 2022 | no | OVERLAND PARK, KS | Previous registration |
| Mariner | Bd affiliated wealth | Jun 28, 2018 | Feb 4, 2020 | no | OVERLAND PARK, KS | Previous registration |
| MARINER RETIREMENT ADVISORS, LLC | Former SEC adviser | Sep 11, 2017 | Jul 3, 2018 | no | OVERLAND PARK, KS|LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | TWO WEST CAPITAL ADVISORS LLC | Oct 4, 2022 | Oct 26, 2022 | 22 | Firm change | Other |
| Mariner | PRIME CAPITAL FINANCIAL | Feb 4, 2020 | Feb 7, 2020 | 3 | Firm change | Other |
| MARINER RETIREMENT ADVISORS, LLC | Mariner | Jul 3, 2018 | Jun 28, 2018 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172372:140195:KS:2018-07-03 | Jul 3, 2018 | Jun 28, 2018 | LEAWOOD, KS | Firm change |