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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
23 N Derr Dr. Suite 20, Lewisburg, PA 17837 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
2134 Sandy Drive, Suite 1, State College, PA 16803 • 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 |
|---|---|---|---|---|
| Entreprenuer Development Inc | State College | PA | 10/1989 | 09/2025 |
| Financial Abundance, Inc. | State College | PA | 02/2007 | 09/2025 |
| Creative Planning, Llc | State College | PA | 10/2025 | Present |
Insurance; Investment-related; 2134 Sandy Drive, Suite 1, State College, PA 16803; Insurance agent; Start date - 2003; 1-2 hours/month; 1-2 hours/month during securities trading hours; Service existing insurance contracts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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