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Inactive

Mahoghany Jordan

Cetera Planning Partners

Dallas , TX

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Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

3200 Olympus Blvd Suite 100, Dallas , TX 75019 • 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
P3 Financial Group Cordova TN 10/2020 07/2026
Tower Loan Olive Branch MS 08/2019 09/2020
Ross Stores Inc Oxford MS 02/2018 07/2019
University Of Mississippi Oxford MS 08/2013 05/2019
Cetera Planning Partners Leawood KS 07/2026 Present
P3 Wealth Management Memphis TN 12/2021 07/2026
  • 10/2020 → 07/2026
    P3 Financial Group
    Cordova, TN
  • 08/2019 → 09/2020
    Tower Loan
    Olive Branch, MS
  • 02/2018 → 07/2019
    Ross Stores Inc
    Oxford, MS
  • 08/2013 → 05/2019
    University Of Mississippi
    Oxford, MS
  • 07/2026 → Present
    Cetera Planning Partners
    Leawood, KS
  • 12/2021 → 07/2026
    P3 Wealth Management
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-23
  • S65 Uniform Investment Adviser Law Examination
    2021-10-23

View on SEC IAPD

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