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Advisor at CALIBER WEALTH MANAGEMENT, 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 |
|---|---|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT, LLC | Independent wealth | Sep 29, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 25, 2010 | Oct 2, 2024 | no | OVERLAND PARK, KS|Kansas City, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | CALIBER WEALTH MANAGEMENT, LLC | Oct 2, 2024 | Sep 29, 2024 | -3 | Firm change | Ibd to new firm |