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Advisor at RCA WEALTH STRATEGIES 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 |
|---|---|---|---|---|---|---|
| RCA WEALTH STRATEGIES LLC | State registered | Oct 27, 2021 | n/a | yes | OVERLAND PARK, KS | Current employment |
| INSIGHT FINANCIAL SERVICES | Independent wealth | Jun 3, 2019 | Oct 28, 2021 | no | OVERLAND PARK, KS | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Feb 1, 2013 | Jun 28, 2019 | no | LINCOLN, NE|OVERLAND PARK, KS|LINCOLN, NE|Lincoln, NE | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Aug 30, 2002 | Jan 9, 2013 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGHT FINANCIAL SERVICES | RCA WEALTH STRATEGIES LLC | Oct 28, 2021 | Oct 27, 2021 | -1 | Firm change | RIA to state RIA |
| AMERITAS ADVISORY SERVICES | INSIGHT FINANCIAL SERVICES | Jun 28, 2019 | Jun 3, 2019 | -25 | Firm change | Ibd to RIA |
| NEW ENGLAND SECURITIES CORPORATION | AMERITAS ADVISORY SERVICES | Jan 9, 2013 | Feb 1, 2013 | 23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147518:315915:KS:2021-10-28 | Oct 28, 2021 | Oct 27, 2021 | OVERLAND PARK, KS | Firm change |
| 14869:147518:NE:2019-06-18 | Jun 28, 2019 | Jun 3, 2019 | LINCOLN, NE | Firm change |