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Advisor at BUTTONWOOD FINANCIAL GROUP, LLC
KANSAS CITY, MO
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 |
|---|---|---|---|---|---|---|
| BUTTONWOOD FINANCIAL GROUP, LLC | Independent wealth | Jun 17, 2024 | n/a | yes | KANSAS CITY, MO | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 2, 2022 | May 4, 2024 | no | Overland Park, KS | Previous registration |
| CREATIVE PLANNING | Independent wealth | Apr 20, 2017 | May 18, 2021 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BUTTONWOOD FINANCIAL GROUP, LLC | May 4, 2024 | Jun 17, 2024 | 44 | Firm change | Ibd to RIA |
| CREATIVE PLANNING | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 18, 2021 | Sep 2, 2022 | 472 | Firm change after gap | RIA to ibd |