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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-10
  • NY RA
    APPROVED
    Since 2021-09-10

Branch Locations

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

East Hampton, NY • 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
Creative Planning Overland Park KS 05/2019 Present
Unemployed Greenwood MO 07/2018 04/2019
American Century Investments Kansas City MO 09/1999 07/2018
  • 05/2019 → Present
    Overland Park, KS
  • 07/2018 → 04/2019
    Unemployed
    Greenwood, MO
  • 09/1999 → 07/2018
    American Century Investments
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-05
  • S65 Uniform Investment Adviser Law Examination
    2019-09-05

View on SEC IAPD

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