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Henry David Whalen

Equity Wealth Partners, LLC

Independence, MO

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Current Employers
Equity Wealth Partners, Llc

4700 S Cedar Crest Ct, Independence, MO 64055 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-03
MO RA APPROVED 2022-01-31
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • MO RA
    APPROVED
    Since 2022-01-31

Branch Locations

4700 S Cedar Crest Ct, Independence, MO 64055 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Independence MO 09/2016 01/2022
Equity Wealth Partners, Llc Independence MO 01/2022 Present
Ameriprise Financial Services Inc Kansas City MO 11/2005 08/2016
  • 09/2016 → 01/2022
    Ameriprise Financial Services, Inc.
    Independence, MO
  • 01/2022 → Present
    Independence, MO
  • 11/2005 → 08/2016
    Ameriprise Financial Services Inc
    Kansas City, MO
Previous Registrations
Other Businesses

(1) Real Estate Ownership; Lot/Land; KCMO 64128.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-10
  • S66 Uniform Combined State Law Examination
    2006-11-10
Other Names
  • Henry David Whalen
  • Henry David Whalen

View on SEC IAPD

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