B•••• K•••• P•••••

• L•• F•••••••• L•• BD affiliated current
  since Mar 28, 2025 · Overland Park, Ks
• O•••• W•••••• I••• BD affiliated
  Jun 14, 2024 to Apr 2, 2025 · Overland Park, Ks
• S••••••••• A•••••• A•••••••• I••• former
  Jun 10, 2020 to Jun 14, 2024 · Overland Park, Ks
• V••• F•••••••• A•••••••• I••• BD affiliated
  Jan 1, 2004 to Jun 15, 2020 · Overland Park, Ks
• L••••• S••••• S••••••••• I••• unclassified
  Feb 28, 2002 to Jan 1, 2004 · Prairie Village, Ks

• O•••• W•••••• I••• to L•• F•••••••• L••
  left Apr 2, 2025, registered Mar 28, 2025 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
• S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••
  left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
• V••• F•••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••
  left Jun 15, 2020, registered Jun 10, 2020 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
• L••••• S••••• S••••••••• I••• to V••• F•••••••• A•••••••• I•••
  left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

• ••• Locked
  Apr 2, 2025 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

43derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address