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Advisor at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Dodge City, KS | SALINA, 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 |
|---|---|---|---|---|---|---|
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | Independent wealth | Mar 25, 2019 | n/a | yes | SALINA, KS|Dodge City, KS | Current employment |
| CWM, LLC | Bd affiliated wealth | Aug 28, 2017 | Mar 21, 2019 | no | Dodge City, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 1, 2012 | Sep 5, 2017 | no | DODGE CITY, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | Mar 21, 2019 | Mar 25, 2019 | 4 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | CWM, LLC | Sep 5, 2017 | Aug 28, 2017 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:155344:KS:2017-09-05 | Sep 5, 2017 | Aug 28, 2017 | DODGE CITY, KS | Firm change |