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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2015-04-03 |
Branch Locations
Kansas City, MO • 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 |
|---|---|---|---|---|
| Creative Planning | Kansas City | MO | 01/2015 | Present |
Delaire KC, LLC, a rental property business, Kansas City, MO - Not Investment Related. Position: Owner. Start date: January 2018. Approximately 3 hrs. per month-none during trading hours. Park University, higher education university, Parkville, MO - Not Investment Related. A 501(c)3 organization. Position: Board of Trustees member, assist with fiduciary oversight of the university. Start date: May 2017. Approximately 3 hrs. per month-3 during trading hours. Park University, higher education university, Parkville, MO - Not Investment Related. A 501(c)3 organization. Position: Chairman of the Foundation Board, oversee Foundations' mission of raising money for the music school. Start date: July 2023. Approximately 10 hrs. per month-0 during trading hours. Children's Mercy Hospital, provider of medical care to children, Kansas City, MO - Not Investment Related. A 501(c)3 organization. Position: Director, assist with fiduciary oversight of the organization. Start date: September 2018. Approximately 2 hrs. per month-2 during trading hours. Kansas City Ballet, Kansas City, MO - Not Investment Related. A 501(c)3 organization. Position: Member of Board of Directors, assist with fiduciary oversight of the organization. Start date: July 2015. Approximately 2 hrs. per month-2 during trading hours. American Public Square, Kansas City, MO - Not investment related; Position-Board member, assist with fiduciary oversight and help with program selection for civil discourse; start date-1/7/20; 2 hours per month; 0 hours during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-03 |
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