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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Santa Rosa Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 12/2013 | 12/2016 |
| Creative Planning | Santa Rosa Beach | FL | 01/2017 | Present |
Your Beach Buddy 30 A; Not investment-related; Santa Rosa Beach, FL; Public and Private Beach Guide for Tourists visiting 30 A beaches on 30 a Santa Rosa Beach FL; Co-owner; Start 6/30/2026; 10 hours / month; 0 hours / month during securities trading hours; Helping to build a web page
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-21 |
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