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Current Employers
Greenleaf Financial Network, Llc

Leawood, KS • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-05-17
KS RA APPROVED 2016-08-05
  • TX RA
    APPROVED
    Since 2017-05-17
  • KS RA
    APPROVED
    Since 2016-08-05

Branch Locations

Leawood, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenleaf Financial Network, Llc Leawood KS 05/2016 Present
Private Client Services, Llc Louisville KY 07/2016 Present
Previous Registrations
  • 2004-01-05 → 2016-05-16
    Vsr Financial Services, Inc.
    Overland Pk, KS
    Overland Park, KS
    Overland Park, KS
Other Businesses

Greenleaf Financial Network; 14459 Chadwick St., Leawood, KS 66224; investment-related; Greenleaf Financial Network is a registered investment advisory firm; Mr. Beary is an investment adviser representative; start date: 07/2016; hours per month: 5; hours per month during trading hours: 5. Michael James Beary is a registered representative of Private Client Services, LLC of Louisville, Kentucky. Private Client Services, LLC is a registered broker-dealer (CRD No. 120222), member FINRA, SIPC. In his separate capacity as a registered representative, Michael James Beary may receive commissions for the implementation of recommendations for commissionable transactions, however clients are not obligated to implement any recommendations. Neither the Advisor nor Michael James Beary will earn investment advisory fees in connection with any services implemented in Michael James Beary's separate capacity as a registered representative where commissions are earned. Generally, recommendations made to clients are implemented by Michael James Beary in his role as an investment adviser representative, not in his role as a registered representative. As such, clients of Greenleaf Financial Network pay only advisory fees as described above. In no circumstance will Greenleaf Financial Network earn an advisory fee and a commission on the same investment. In the event that Michael James Beary earns a commission on an investment, the advisory fee will be waived by Greenleaf Financial Network; investment-related; 5 hours a month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-22
  • S66 Uniform Combined State Law Examination
    2003-12-22

View on SEC IAPD

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