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4700 S Cedar Crest Ct, Independence, MO 64055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| MO | RA | APPROVED | 2022-01-28 |
Branch Locations
4700 S Cedar Crest Ct, Independence, MO 64055 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | MO | 09/2005 | 01/2022 |
| Equity Wealth Partners, Llc | Independence | MO | 01/2022 | Present |
(1) Real Estate Ownership; Commercial; MO 64055; Investment Related; May 2000. Business Ownership; Cedar Crest Properties, LLC; Owner/Member; This business is involved in leasing office space.; MO 64055; Not Investment Related; May 2000; 1 to 9 hours per month; 0 during trading hours. (2)Board of Directors; The Book of Mormon Foundation; Treasurer; Independence, MO 64050; Not Investment Related; January 2005; 1-9 hours per month; 0 during trading hours/ (3) Colbern Road Restoration Branch; Treasurer; Gate 2 Lee's Summit, MO 64063; September 2008; 10-19 hours per month; Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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