Cali Visentin is a registered investment advisor, based in Lawrence, KS, with 4 years of industry experience.
Location
3705 Clinton Pkwy, Suite 200, Lawrence, KS, 66047
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cali is self-employed as an owner/operator providing training and coaching services since August 2020. This takes about 10-20% of Cali's time.
Employment History
Current Registrations
Aw Securities
July 2024 - Present · 1 yr 10 mos
Aw SecuritiesBroker
July 2024 - Present · 1 yr 10 mos
Allworth Financial, L.P.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Affinity Financial Advisors
October 2021 - August 2023 · 1 yr 10 mos
State Registrations9 states
AZCAFLIAILKSMNMOTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.