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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-20 |
| VA | RA | APPROVED | 2021-04-20 |
Branch Locations
8444 Westpark Drive, Suite 610, Mclean, VA 22102 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Sullivan, Bruyette, Speros & Blayney | Mclean | VA | 01/1991 | 04/2021 |
| Creative Planning, Llc. | Overland Park | KS | 04/2021 | Present |
CFP Board; Washington, DC; not investment related; Member of the Board; start date 1/1/2023; 5 hours per month/0 hours during trading; duties of the position=(not for profit) Develop opportunities for future financial planners, Increase diversity & Inclusion within profession, accumulate and distribute body of knowledge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-11 |
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