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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2022-10-06 |
Branch Locations
3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • 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 |
|---|---|---|---|---|
| Redwood Wealth Management, Llc | Alpharetta | GA | 07/2008 | 12/2021 |
| Wipfli Financial Advisors, Llc | Alpharetta | GA | 01/2022 | 09/2022 |
| Creative Planning, Llc | Alpharetta | GA | 10/2022 | Present |
Cherokee County Educational Foundation (CCEF); Not investment related; PO Box 4754, Canton, GA; The CCEF works alongside the Cherokee County School System in raising money for grants to the schools/teachers ; Treasurer, Member of Executive Committee; Start 5/2025; 5 hours/month; 0 hours/month during securities trading hours; Review all the disbursements/activity, reconciling the bank statement and moving money between our checking account, savings account and endowment funds. I will review the financial statements and present them to the Executive committee and the Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-25 |
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