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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-10 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
East Hampton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-05 |
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