Best Investors Account Sign in
Claim This Profile
Current Employers
Caliber Wealth Management, Llc

6201 College Blvd Suite 650, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-16
KS RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-16
  • KS RA
    APPROVED
    Since 2024-07-15

Branch Locations

6201 College Blvd Suite 650, Overland Park, KS 66211 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Overland Park KS 07/2015 10/2024
Raymond James Financial Services Advisors Inc. Overland Park KS 07/2015 10/2024
Compass Planning Group Overland Park KS 10/2020 04/2021
Caliber Wealth Management, Llc Overland Park KS 10/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-09
  • S66 Uniform Combined State Law Examination
    2008-09-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor