Best Investors Account Sign in
Inactive

Julie Dennis Babcock

Creative Planning

Millersville, MD

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-01-27
MD RA APPROVED 2025-01-27
TX RA APPROVED_RES 2021-12-20
  • DC RA
    APPROVED
    Since 2025-01-27
  • MD RA
    APPROVED
    Since 2025-01-27
  • TX RA
    APPROVED_RES
    Since 2021-12-20

Branch Locations

Millersville, MD • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockton Investment Advisors, Llc Kansas City MO 10/2007 12/2021
Lockton Companies, Llc Washington DC 10/2007 12/2021
Lockton Financial Advisors, Llc Kansas City MO 07/2008 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 10/2007 → 12/2021
    Lockton Investment Advisors, Llc
    Kansas City, MO
  • 10/2007 → 12/2021
    Lockton Companies, Llc
    Washington, DC
  • 07/2008 → 12/2021
    Lockton Financial Advisors, Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-13
S63 Uniform Securities Agent State Law Examination 2003-10-03
  • S65 Uniform Investment Adviser Law Examination
    2005-10-13
  • S63 Uniform Securities Agent State Law Examination
    2003-10-03
Other Names
  • Julie Rebekah Dennis
  • Julie Rebekah Dennis
  • Julie Rebekah Babock
  • Julie Dennis Babock
  • Julie Rebekah Dennis

View on SEC IAPD

More in Millersville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor