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Advisor at GREENLEAF FINANCIAL NETWORK, LLC
Fenwick Island, DE | 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 |
|---|---|---|---|---|---|---|
| GREENLEAF FINANCIAL NETWORK, LLC | Independent wealth | Jun 29, 2026 | n/a | yes | LEAWOOD, KS|Fenwick Island, DE | Current employment |
| VSR ADVISORY SERVICES | Former SEC adviser | Aug 31, 2004 | Jul 18, 2016 | no | FAIRFAX, VA|MCLEAN, VA|LAWRENCE, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 16, 2002 | Sep 8, 2004 | no | MCLEAN, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 20, 1998 | Jul 9, 2002 | no | RESTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VSR ADVISORY SERVICES | GREENLEAF FINANCIAL NETWORK, LLC | Jul 18, 2016 | Jun 29, 2026 | 3,633 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | VSR ADVISORY SERVICES | Sep 8, 2004 | Aug 31, 2004 | -8 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 9, 2002 | Aug 16, 2002 | 38 | Firm change | Wirehouse to wirehouse |