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Advisor at CRAFT & SAGE WEALTH
KANSAS CITY, MO
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 |
|---|---|---|---|---|---|---|
| CRAFT & SAGE WEALTH | Independent wealth | Jun 27, 2023 | n/a | yes | KANSAS CITY, MO | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 10, 2010 | Jun 28, 2023 | no | OVERLAND PARK, KS|KANSAS CITY, MO|KANSAS CITY, MO | Previous registration |
| TROMANS INVESTMENT ADVISORS, LLC | n/a | Oct 14, 2005 | Mar 10, 2011 | no | LEAWOOD, KS | Previous registration |
| COHEN ADVISORY SERVICES,LLC | n/a | Jan 3, 2000 | Dec 31, 2008 | no | LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | CRAFT & SAGE WEALTH | Jun 28, 2023 | Jun 27, 2023 | -1 | Firm change | Ibd to new firm |
| TROMANS INVESTMENT ADVISORS, LLC | OSAIC WEALTH, INC. | Mar 10, 2011 | Jun 10, 2010 | -273 | Firm change after gap | Other |
| COHEN ADVISORY SERVICES,LLC | TROMANS INVESTMENT ADVISORS, LLC | Dec 31, 2008 | Oct 14, 2005 | -1,174 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:323565:MO:2023-06-20 | Jun 28, 2023 | Jun 27, 2023 | KANSAS CITY, MO | Firm change |