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Inactive

Dilworth Dean Lyman

Your Financial Partnership

Lees Summit, MO

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Current Employers
Your Financial Partnership

210 Sw Market St. Suite #209, Lees Summit, MO 64063-2314 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-02-21
MO RA APPROVED 2018-05-15
  • KS RA
    APPROVED
    Since 2023-02-21
  • MO RA
    APPROVED
    Since 2018-05-15

Branch Locations

210 Sw Market St. Suite #209, Lees Summit, MO 64063-2314 • 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
Waddell & Reed, Inc Overland Park KS 06/2006 04/2018
Virtual Planning Group, Llc, Dba Your Financial Partnership Lees Summit MO 05/2018 Present
One Advisory Partners, Llc Overland Park KS 10/2022 Present
  • 06/2006 → 04/2018
    Waddell & Reed, Inc
    Overland Park, KS
  • 05/2018 → Present
    Virtual Planning Group, Llc, Dba Your Financial Partnership
    Lees Summit, MO
  • 10/2022 → Present
    One Advisory Partners, Llc
    Overland Park, KS
Previous Registrations
  • 2022-10-03 → 2023-03-25
    One Advisory Partners, Llc
    Overland Park, KS
  • 2006-08-03 → 2018-04-17
    Waddell & Reed
    Overland Park, KS
  • 2005-09-23 → 2006-07-10
    Cb Financial Advisors
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-23
  • S66 Uniform Combined State Law Examination
    2003-10-23
Designations
Other Names
  • Dean Lyman

View on SEC IAPD

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EDWARD JONES · LEES SUMMIT, MO
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