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7400 W. 130Th Street Suite 320, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-11-01 |
Branch Locations
7400 W. 130Th Street Suite 320, Overland Park, KS 66213 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engage Advisors, Llc | Overland Park | KS | 01/2015 | Present |
| Cetera Advisors Llc | Denver | CO | 06/2015 | 10/2017 |
| Engage Wealth Advisors, Llc | Overland Park | KS | 08/2016 | Present |
| Engage Advisors Wealth Llc | Overland Park | KS | 09/2020 | 10/2020 |
1.FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FIXED INSURANCE; START 6/2015; 2 HOURS/WEEK; VARIES DURING TRADING AND NON-TRADING HOURS; INSURANCE AGENT; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE. 2.WARRIOR'S BEST FRIEND FOUNDATION; NOT INVESTMENT RELATED; PO BOX 1432, LIBERTY, MO 64069; NON-PROFIT ORGANIZATION; START 1/2014; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER/BOARD MEMBER. 3.ENGAGE ADVISORS, LLC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; CPA FIRM; START 1/2015; 40 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER/CPA. 4. PBY, LLC; NOT-INVESTMENT RELATED; 2013 E. PRAIRIE CIRCLE, OLATHE, KANSAS 66062; LLC MANAGER; START 08/2022; 12 HOURS PER MONTH SPENT ON BUSINESS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FIBERGLASS POOL CONSTRUCTION COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
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