Cynthia Anne Herron

Current Employers

Employment History

• 05/2011 → Present
  Cynthia Herron Financial Services Group
  Overland Park, KS
• 05/2013 → 05/2020
  Liberty Partners Financial Services, Llc
  Bakersfield, CA
• 06/2013 → 05/2020
  Liberty Partners Capital Management, Llc.
  Cheyenne, WY
• 05/2020 → 06/2024
  Securities America, Inc.
  Overland Park, KS
• 05/2020 → 06/2024
  Securities America Advisors
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2020-05-22 → 2024-06-14
  Securities America Advisors, Inc.
  Overland Park, KS
• 2013-06-17 → 2020-05-26
  Modern Capital Advisors, Llc
  Overland Park, KS
  Raleigh, NC
• 2007-04-11 → 2013-05-30
  Voya Financial Advisors, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. DBA: Herron Consulting Benefits And Investments 2. CONTRACTOR RESOURCE PARTNERS POSITION: Coordinator CRP activities and management of the website along with NATURE: Contractor Resource Partners will be a for profit group/association where members pay $60.00 a year for access to benefits, banking and bond information for construction contractors. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2026 ADDRESS: 12321 Travis, N/A, Overland Park KS 66209, United States DESCRIPTION: Work with other CRP team members to be a growth resource for contractors and manage a website that connects contractors with events and bid opportunities . With this service the CRP team is developing individual potential clients who will directly need our respective expertise for future growth. We are launching a website to more efficiently coordinate the interest of potential clients 3. GRASS ROOTS VOICE POSITION: Owner/Coordinator NATURE: Grass Roots Voice is an LLC that provides a software engine for groups to secure opinions from their respective memberships. The software developer absorbs 90% of the time needed to manage the website/survey services INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/03/2026 ADDRESS: 12321 Travis # 608, Overland Park KS 66209, United States DESCRIPTION: Coordinate introduction of Grass Roots Software to organizations who want consistent contact with their respective members, secure their opinions, on local and national topics

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-07
• S63 Uniform Securities Agent State Law Examination
  1987-02-20