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Advisor at FORTUNE FINANCIAL ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| FORTUNE FINANCIAL ADVISORS, LLC | Independent wealth | Nov 23, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| OPEN ROAD WEALTH MANAGEMENT, LLC | n/a | Jul 19, 2021 | Mar 14, 2025 | no | Kansas City, MO|LIBERTY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPEN ROAD WEALTH MANAGEMENT, LLC | FORTUNE FINANCIAL ADVISORS, LLC | Mar 14, 2025 | Nov 23, 2024 | -111 | Firm change after gap | Other |