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CRD 284165
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL JAMES BEARY | n/a | LEAWOOD, KS | 10 | 22 | 1 | yes |
| TIMOTHY JUDE FEENEY | n/a | Mt. Laurel, NJ | 9 | 34 | 4 | no |
| LEONARD HENRY HEMPEN | n/a | KANSAS CITY, MO | 8 | 33 | 3 | yes |
| BRANDON ALAN WOOLEY | n/a | Jefferson City, MO | 7 | 17 | 1 | no |
| DUSTIN WAYNE KENNEDY | n/a | Springfield, MO | LEAWOOD, KS | 6 | 36 | 7 | no |
| JOSEPH ARTHUR TOEPKE | n/a | St. Matthews, SC | 4 | 18 | 1 | no |
| MICHAEL ALAN ARMOUR | n/a | Hutchinson, KS | LEAWOOD, KS | 1 | 28 | 7 | no |
| ANNA MARIE KISER | Certified Financial Planner | LEAWOOD, KS | Hutchinson, KS | 1 | 16 | 4 | no |
| Jennifer Armour | n/a | LEAWOOD, KS | Hutchinson, KS | 1 | 19 | n/a | no |
| ROBERT DANIEL SHAARA | n/a | RIVERTON, NJ | 0 | 41 | n/a | no |
| MICHAEL CHRISTOPHER ALBA | n/a | Fenwick Island, DE | LEAWOOD, KS | 0 | 30 | 3 | no |
| SARA MAGDALENE REALS | Certified Financial Planner | LEAWOOD, KS | Schenectady, NY | 0 | 23 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEARY, MICHAEL, JAMES | MANAGING MEMBER/CCO | E | yes | 08/2016 | Aug 18, 2026 | Aug 18, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 2 | 0 | 0 | 4 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 2 | Oct 30, 2024 | Oct 28, 2024 | HUTCHINSON, KS | Team lift out | Ibd to RIA | 0.0% |
| VSR ADVISORY SERVICES | 2 | May 16, 2016 | Aug 10, 2016 | OVERLAND PARK, KS | Team lift out | Other | 1.0% |