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Advisor at STATE LINE WEALTH MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| STATE LINE WEALTH MANAGEMENT | State registered | Jun 26, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| IHT WEALTH MANAGEMENT LLC | Bd affiliated wealth | Oct 13, 2017 | Jul 16, 2024 | no | Overland Park, KS|CHICAGO, IL|Olathe, KS | Previous registration |
| NVISION WEALTH GROUP, LLC | Former SEC adviser | Aug 1, 2014 | Dec 31, 2017 | no | FAIRWAY, KS|OVERLAND PARK, KS | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jun 19, 2012 | Jan 16, 2015 | no | FAIRWAY, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 16, 2009 | Feb 2, 2023 | no | MISSION, KS|SAN DIEGO, CA|OLATHE, KS|OVERLAND PARK, KS | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Apr 17, 2003 | Dec 18, 2009 | no | MISSION, KS|MISSION, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | STATE LINE WEALTH MANAGEMENT | Jul 16, 2024 | Jun 26, 2024 | -20 | Firm change | Ibd to state RIA |
| LPL FINANCIAL LLC | INDEPENDENT FINANCIAL PARTNERS | Feb 2, 2023 | Jun 19, 2012 | -3,880 | Firm change after gap | Other |
| NVISION WEALTH GROUP, LLC | IHT WEALTH MANAGEMENT LLC | Dec 31, 2017 | Oct 13, 2017 | -79 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | NVISION WEALTH GROUP, LLC | Jan 16, 2015 | Aug 1, 2014 | -168 | Firm change after gap | Other |
| FSC SECURITIES CORPORATION | LPL FINANCIAL LLC | Dec 18, 2009 | Dec 16, 2009 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171952:171481:KS:2017-12-31 | Dec 31, 2017 | Oct 13, 2017 | OVERLAND PARK, KS | Firm change after gap |