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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-25 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
6116 Executive Blvd., Suite 550, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burt Associates, Inc. | North Bethesda | MD | 09/1992 | 11/2025 |
| Creative Planning, Llc | North Bethesda | MD | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-16 |
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