David K. Gilmore
EQUITY WEALTH PARTNERS
Independence, MO 64055
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CRD#: 6104656
Professional summary
David Keith Gilmore, CFP® is a registered financial advisor currently at EQUITY WEALTH PARTNERS, LLC located in Independence, Missouri and PURSHE KAPLAN STERLING INVESTMENTS located in Independence, Missouri.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 1. Equity Wealth Partners 2. Investment Related 3. 4700 S Cedar Crest Ct, Independence, MO 64055 4. Investment & Financial Planning advice 5. Co-owner 6. 1/20/2022 7. 150 hrs 8. 6 hrs/day 9. Provide investment advice and financial planning to individuals and small-business owners, office management. 2) 1. Blue Springs Education Foundation 2. Not Investment Related 3. 1801 NW Vesper, Blue Springs MO 64015 4. Provides financial support to students and staff in the Blue Springs school district through scholarships, grants and other charitable programs. 5. Board member 6. 02/02/2021 7. 1-9 hrs 8. 1-9 hrs 9. My responsibility is to attend quarterly evening meetings, review scholarship and grant applications, and attend other periodic events during the school year 3) 1. Fixed Insurance 2. Investment Related 3. 4700 S Cedar Crest Ct, Independence, MO 64055 4. Fixed / Traditional Insurance 5. Agent 6. 1/20/2022 7. 10 hrs/month 8. 8 hrs/month 9.Sales of Fixed / Traditional insurance products 4) 1. PKS Financial 2. Investment Related 3. 80 State Street, Albany NY 12207 4. Fixed / Traditional Insurance 5. Agent 6. 1/20/2022 7. 10 hrs/month 8. 8 hrs/month 9. Sales of Fixed / Traditional insurance products 5) GA Portfolio, LLC - Not Investment Related - residential rental properties - Owner - Start Date: 06/18/2024 - 8 hours per month - 0 hours per month during business hours - Blue Springs, MO - Purchase property, engage with bank and financial reporting software and maintain financials
CRS (Client Relationship Summary) - RIA
Click below to view David Keith Gilmore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
January 28, 2022 - Present
EQUITY WEALTH PARTNERS, LLC
Office #1: 4700 S Cedar Crest Ct, Independence, MO 64055RIA
CRD#: 317224
Independence, MO
Current
February 1, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4700 S. Cedar Crest Ct., Independence, MO 64055BD
CRD#: 35747
Independence, MO
Past
November 13, 2012 - February 2, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
INDEPENDENCE, MO
Past
August 23, 2012 - February 2, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
INDEPENDENCE, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EQUITY WEALTH PARTNERS, LLC
EQUITY WEALTH PARTNERS, LLC
CRD#: 317224 / SEC#: 801-122943
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/1/2022)
RR
Iowa(2/1/2022)
RR
Kansas(2/1/2022)
IAR
Missouri(1/28/2022)
RR
Missouri(2/1/2022)
RR
Nebraska(10/6/2023)
RR
Ohio(2/1/2022)
RR
Texas(2/1/2022)
IAR
Texas(1/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EW
EQUITY WEALTH PARTNERS, LLC
EQUITY WEALTH PARTNERS, LLC
CRD#: 317224 / SEC#: 801-122943
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4700 S Cedar Crest Ct, Independence, MO 64055
Mailing Address
Phone number
(816) 373-1068
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,412 |
| AUM (Assets Under Management) | $ 222,749,040 |
Red Flags
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Company Information
EQUITY WEALTH PARTNERS, LLC
CRD#: 317224Independence, MO 64055TRUST BUT VERIFY
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