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Steven Jay Warta

Roadmap Wealth Management LLC

Overland Park, KS

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Current Employers
Roadmap Wealth Management Llc

Overland Park, KS • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2015-07-15
  • KS RA
    APPROVED
    Since 2015-07-15

Branch Locations

Overland Park, 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
Roadmap Wealth Management Llc Overland Park KS 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-13
S63 Uniform Securities Agent State Law Examination 1984-07-05
  • S65 Uniform Investment Adviser Law Examination
    2009-01-13
  • S63 Uniform Securities Agent State Law Examination
    1984-07-05
Designations

View on SEC IAPD

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