Bill Lee Day

Current Employers

Employment History

• 01/2013 → 04/2023
  Geneos Wealth Management Inc.
  Overland Park, KS
• 01/2013 → 05/2023
  Integrated Wealth Advisory Services Inc.
  Overland Park, KS
• 04/2023 → Present
  Cwm, Dba Carson Partners - Crd 155344
  Overland Park, KS
• 03/2017 → Present
  Growing Days, Llc
  Leawood, KS
• 04/2023 → Present
  Cwm, Llc Dba Carson Wealth - Kansas City
  Overland Park, KS
• 04/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Overland Park, KS
• 04/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2023 → Present
  Iwas Holdings, Inc
  Overland Park, KS

Previous Registrations

• 2013-02-04 → 2023-05-31
  Integrated Wealth Advisory Services, Inc.
  Overland Park, KS
• 2017-09-15 → 2018-01-12
  Geneos Wealth Management, Inc.
  Overland Park, KS
  Colorado Springs, CO

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVT RLTD SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES TITLE: WEALTH ADVISOR 3/2023 APX # OF HRS/WK: 40 APX # OF HRS DUR TRD HRS: 32 DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVT RLTD SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE 6/1995 APX # OF HRS/WK & DUR TRD HRS: 2 TITLE: INSURANCE AGENT DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: GROWING DAYS, LLC NOT INVT RLTD LEAWOOD, KS 66211 SPOUSE'S INTERIOR DESIGN, HOME REMODELING SHOWS, ETC. 3/2017 TITLE: CO-OWNER APX # OF HRS/WK & DUR TRD HRS: 0; DUTIES: NO DUTIES- SPOUSE'S BUSINESS 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH - KANSAS CITY INVT RLTD SAME AS REGISTERED LOCATION DBA FOR FINANCIAL SERVICES 3/2023 TITLE: WEALTH ADVISOR APX # OF HRS/WK: 40 APX # OF HRS DUR TRD HRS: 32 DUTIES: WILL BE PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 5. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVT RLTD SAME AS REGISTERED LOCATION DBA FOR PAYROLL PURPOSES WEALTH ADVISOR START: 3/2023 APX # OF HRS/WK: 40 APX # OF HRS DUR TRD HRS: 32 DUTIES: PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 6. NAME OF OTHER BUSINESS: IWAS HOLDINGS, INC; NOT INVT RLTD; SAME AS REGISTERED LOCATION; EXPENSE MANAGEMENT; 5/2023; TITLE: CO-OWNER; APX # OF HRS/WK & DUR TRD HRS: 2; DUTIES: OVERSEE ACCOUNTING FOR BUSINESS EXPENSES; 7. NAME OF OTHER BUSINESS: HASKELL 31 HOLDINGS, NOT INVT RLTD, ADDRESS: 3104 HASKELL AVE, LAWRENCE, KS 66046, REAL ESTATE, 8/2023, TITLE: MEMBER, APX # OF HRS/WK & DUR TRD HRS: 0, DUTIES: PASSIVE INVESTMENT; 8.NAME OF OTHER BUSINESS: 105 INDUSTRIAL PARK; NOT INVT RLTD; SAME AS REGISTERED LOCATION; RENTAL PROPERTY; 7/2024; TITLE: MEMBER; APX # OF HRS/WK & DUR TRD HRS: 0, DUTIES: PASSIVE INVESTOR ONLY; 9. NAME OF OTHER BUSINESS: 119TH PROPERTY, LLC; NOT INVT RLTD; SAME AS REGISTERED LOCATION; RENTAL PROPERTY; 9/2005; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: 0, DUTIES: PASSIVE INVESTOR ONLY; 10. NAME OF OTHER BUSINESS: KC FREEWAY INVESTMENTS, LLC; NOT INVT RLTD; SAME AS REGISTERED LOCATION; RENTAL PROPERTY; 8/2018; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: 0, DUTIES: PASSIVE INVESTOR ONLY; 11. NAME OF OTHER BUSINESS: 11751 W. 86TH TERRACE, TIC NOT INVT RLTD; SAME AS REGISTERED LOCATION; REAL ESTATE; 3/2023; TENNANT IN COMMON; APX # OF HRS/WK & DUR TRD HRS: 0, PASSIVE INVESTOR ONLY; 12. 143RD STREET PROPERTIES, LLC & SPRINGFIELD INVESTMENT PROPERTIES, LLC, NOT INVT RLTD, SAME AS RESIDENTIAL ADDRESS, REAL ESTATE, 3/2010 & 1/2017, MEMBER, APX NUMBER OF HOURS PER WEEK: 0, CO-OWNER - PASSIVE INCOME; 13. NAME OF OTHER BUSINESS: HAGAN ROAD AND TECHNOLOGY DRIVE PROPERTY TIC; NOT INVT RLTD; SAME AS RESIDENTIAL LOCATION; REAL ESTATE; 6/2025; TITLE: MEMBER; APX # OF HRS/WK & DUR TRD HRS: 0; DUTIES: PASSIVE INVESTOR; 14. NAME OF OTHER BUSINESS: 8309 COLE INDUSTRIAL, LLC; NOT INVT RLTD; SAME AS RESIDENTIAL LOCATION; REAL ESTATE; 6/2025; TITLE: MEMBER; APX # OF HRS/WK & DUR TRD HRS: 0; DUTIES: PASSIVE INVESTOR;

Exams

• S66 Uniform Combined State Law Examination
  2013-01-14
• S63 Uniform Securities Agent State Law Examination
  1993-10-21

Other Names

• Bill L Day