DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CRAFT & SAGE WEALTH
Kansas City, MO | 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|Kansas City, MO | Current employment |
| PREMIER FINANCIAL PARTNERS, LLC | n/a | Jul 11, 2014 | Jul 6, 2022 | no | KANSAS CITY, MO|Kansas City, MO | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 25, 2014 | Jun 23, 2023 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | PREMIER FINANCIAL PARTNERS, LLC | Jun 23, 2023 | Jul 11, 2014 | -3,269 | Firm change after gap | Other |
| PREMIER FINANCIAL PARTNERS, LLC | CRAFT & SAGE WEALTH | Jul 6, 2022 | Jun 27, 2023 | 356 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:132043:MO:2023-06-23 | Jun 23, 2023 | Jul 11, 2014 | KANSAS CITY, MO | Firm change after gap |
| 132043:323565:MO:2022-07-06 | Jul 6, 2022 | Jun 27, 2023 | KANSAS CITY, MO | Firm change |