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Account
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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
3834 Sutherland Ave, Knoxville, TN 37919 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Knoxville, TN • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-06-06 |
| TN | RA | APPROVED | 2011-12-14 |
Branch Locations
Knoxville, TN • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 01/2026 |
| Sageview Private Client Group, Llc (Fka Rpc Private Client Group | Knoxville | TN | 12/2012 | Present |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 12/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2026 |
| Creative Planning, Llc | Knoxville | TN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2002-01-11 |
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