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Carson Taylor Sanford

Delta Wealth Solutions, LLC

North Kansas City, MO

CRD 6262578

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Employer firm

Delta Wealth Solutions, LLC CRD 306199

$104M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Delta Wealth Solutions, Llc

3001 N. Oak Trafficway, North Kansas City, MO 64116 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-19
TX RA APPROVED 2021-12-08
KS RA APPROVED 2020-11-25
MO RA APPROVED 2020-02-07
  • IL RA
    APPROVED
    Since 2023-05-19
  • TX RA
    APPROVED
    Since 2021-12-08
  • KS RA
    APPROVED
    Since 2020-11-25
  • MO RA
    APPROVED
    Since 2020-02-07

Branch Locations

3001 N. Oak Trafficway, North Kansas City, MO 64116 • 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
Ubs Financial Services, Inc. Leawood KS 06/2014 02/2020
Delta Wealth Solutions, Llc Kansas City MO 02/2020 Present
Independent Insurance Agent Kansas City MO 11/2015 03/2022
Charles Oakley Capital Llc Kansas City MO 09/2023 Present
Previous Registrations
Other Businesses

Charles Oakley Capital LLC; No; Kansas City, MO; Real Estate Holding Company; Owner; 09/2023; 1/MO; 0/ MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-08
  • S66 Uniform Combined State Law Examination
    2015-10-08
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Carson Taylor Sanford
  • Carson Taylor Taylor Sanford

View on SEC IAPD

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