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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-03-01 |
| MO | RA | APPROVED | 2022-03-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 02/2011 | 11/2020 |
| Tiaa | Lewisville | TX | 02/2011 | 11/2020 |
| Creative Planning, Llc | Overland Park | KS | 02/2022 | Present |
| Unemployed | Lee's Summit | MO | 12/2020 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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