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Advisor at FORTUNE FINANCIAL ADVISORS, 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 |
|---|---|---|---|---|---|---|
| FORTUNE FINANCIAL ADVISORS, LLC | Independent wealth | Apr 16, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| EDWARD JONES | National bd RIA | Dec 18, 2023 | Apr 22, 2025 | no | LEAWOOD, KS|Overland Park, KS|ST. LOUIS, MO|Overland Park, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | FORTUNE FINANCIAL ADVISORS, LLC | Apr 22, 2025 | Apr 16, 2025 | -6 | Firm change | Ibd to RIA |