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Leawood, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 05/2018 | 04/2021 |
| Commerce Trust Co | Kansas City | MO | 12/2014 | 04/2018 |
| Hightower Advisors Llc | Mission Woods | KS | 04/2021 | 09/2021 |
| Oread Wealth Partners, Llc | Prairie Village | KS | 11/2021 | Present |
| Origin Financial | Boston | MA | 06/2022 | 02/2024 |
OREAD WEALTH PARTNERS / INVESTMENT RELATED / LEAWOOD, KS / REGISTERED INVESTMENT ADVISOR / OWNER / NOV 2021 / 150 HOURS PER MONTH / 100% DURING BUSINESS HOURS
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