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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2021-10-04 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Marco Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Oak Brook | IL | 05/2013 | 09/2021 |
| Dashboard Wealth Advisors | Oak Brook | IL | 05/2013 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Oak Brook | IL | 05/2013 | 09/2021 |
| The Orchard Group | Oak Brook | IL | 03/2017 | 09/2021 |
| Creative Planning, Llc | Oak Brook | IL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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