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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2020-04-01 |
Branch Locations
Washington, DC • 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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Washington | DC | 10/2014 | 11/2016 |
| Creative Planning | Washington | DC | 01/2017 | Present |
Rental Property; is investment related; Owner; Start date 3.1.2016; 1 hour per month/0 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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