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Robert D Paredes

Paredes Capital LLC

Lenexa, KS

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Current Employers
Paredes Capital Llc

Lenexa, KS • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-27
  • KS RA
    APPROVED
    Since 2026-02-27

Branch Locations

Lenexa, KS • 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
Paredes Law, Llc Kansas City MO 12/2018 02/2019
Citizens Bank & Trust Kansas City MO 04/2018 12/2018
Umb Financial Corporation Kansas City MO 03/2012 04/2018
Forvis Mazars Wealth Advisors, Llc Kansas City MO 02/2019 02/2026
Paredes Capital Llc Lenexa KS 02/2026 Present
  • 12/2018 → 02/2019
    Paredes Law, Llc
    Kansas City, MO
  • 04/2018 → 12/2018
    Citizens Bank & Trust
    Kansas City, MO
  • 03/2012 → 04/2018
    Umb Financial Corporation
    Kansas City, MO
  • 02/2019 → 02/2026
    Kansas City, MO
  • 02/2026 → Present
    Lenexa, KS
Previous Registrations
Other Businesses

1) Insurance Sales; Investment-related; Same Address; Individual Capacity; Less than 1% of time during the month. 2) Legacy Legal, LLC; Not investment-related; 5 Victory Lane, Suite 201, Liberty, MO; Law Practice; Attorney; Approximately 90% of time per month; Advise clients on tax mitigation strategies; Approx. 50% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-08-29
Other Names
  • Robert Daniel Paredes
  • Robert D Paredes

View on SEC IAPD

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