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Advisor at CENTERPOINT ADVISORY GROUP, 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 |
|---|---|---|---|---|---|---|
| CENTERPOINT ADVISORY GROUP, LLC | Independent wealth | Jan 23, 2023 | n/a | yes | OVERLAND PARK, KS | Current employment |
| FINANCIAL PARTNERS GROUP, INC. | Independent wealth | Dec 10, 2019 | Jan 20, 2023 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP, INC. | CENTERPOINT ADVISORY GROUP, LLC | Jan 20, 2023 | Jan 23, 2023 | 3 | Firm change | RIA to new firm |