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Advisor at CETERA PLANNING PARTNERS
LEAWOOD, KS | Chesterfield, 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 |
|---|---|---|---|---|---|---|
| CETERA PLANNING PARTNERS | Independent wealth | Jan 10, 2024 | n/a | yes | Chesterfield, MO|LEAWOOD, KS | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Oct 23, 2017 | Jan 19, 2024 | no | SHILOH, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | CETERA PLANNING PARTNERS | Jan 19, 2024 | Jan 10, 2024 | -9 | Firm change | RIA to RIA |