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Advisor at RPR FINANCIAL
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 |
|---|---|---|---|---|---|---|
| RPR FINANCIAL | Independent wealth | Nov 1, 2021 | n/a | yes | OVERLAND PARK, KS | Current employment |
| IHT WEALTH MANAGEMENT LLC | Bd affiliated wealth | Oct 23, 2017 | Jan 25, 2022 | no | Overland Park, KS|CHICAGO, IL | Previous registration |
| PERSONAL FINANCIAL GROUP | Former SEC adviser | Jan 11, 2017 | Oct 26, 2017 | no | OVERLAND PARK, KS | Previous registration |
| PERSONAL FINANCIAL GROUP | Former SEC adviser | Jan 2, 2013 | Dec 31, 2016 | no | OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Oct 30, 2008 | Dec 19, 2012 | no | SHAWNEE, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | RPR FINANCIAL | Jan 25, 2022 | Nov 1, 2021 | -85 | Firm change after gap | Ibd to new firm |
| PERSONAL FINANCIAL GROUP | IHT WEALTH MANAGEMENT LLC | Oct 26, 2017 | Oct 23, 2017 | -3 | Firm change | Other |
| WADDELL & REED | PERSONAL FINANCIAL GROUP | Dec 19, 2012 | Jan 2, 2013 | 14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171481:316557:IL:2022-01-25 | Jan 25, 2022 | Nov 1, 2021 | CHICAGO, IL | Firm change after gap |