Best Investors Account Sign in
Current Employers
Greenleaf Financial Network, Llc

Leawood, KS • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-29
  • NY RA
    APPROVED
    Since 2026-06-29

Branch Locations

Leawood, KS • United States

Schenectady, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
First Citizens Investor Services Raleigh NC 10/2014 10/2017
Greenleaf Financial Network, Llc Leawood KS 01/2018 Present
Montgomery County Government, Virginia Christiansburg VA 01/2018 Present
Unemployed Blacksburg VA 11/2017 12/2017
  • 10/2014 → 10/2017
    First Citizens Investor Services
    Raleigh, NC
  • 01/2018 → Present
    Leawood, KS
  • 01/2018 → Present
    Montgomery County Government, Virginia
    Christiansburg, VA
  • 11/2017 → 12/2017
    Unemployed
    Blacksburg, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-02
S63 Uniform Securities Agent State Law Examination 2003-02-15
  • S65 Uniform Investment Adviser Law Examination
    2008-06-02
  • S63 Uniform Securities Agent State Law Examination
    2003-02-15
Designations
Other Names
  • Sara R Bohn

View on SEC IAPD

More in Leawood, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor