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Equity Wealth Partners, LLC CRD 317224
$259M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4700 S Cedar Crest Ct, Independence, MO 64055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-01 |
| MO | RA | APPROVED | 2022-01-28 |
Branch Locations
4700 S Cedar Crest Ct, Independence, MO 64055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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) Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. (2) Licensed Insurance Professional; same address; less than 10% of business time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-31 |
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