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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
CA RA APPROVED 2022-01-06
  • TX RA
    APPROVED
    Since 2023-08-29
  • CA RA
    APPROVED
    Since 2022-01-06

Branch Locations

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

333 Lorton Avenue, Burlingame, CA 94010 • United States

San Mateo, CA • 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
Emery & Howard Portfolio Management San Mateo CA 01/2001 01/2022
Creative Planning, Llc Burlington CA 01/2022 Present
  • 01/2001 → 01/2022
    Emery & Howard Portfolio Management
    San Mateo, CA
  • 01/2022 → Present
    Creative Planning, Llc
    Burlington, CA
Previous Registrations
  • 2001-06-16 → 2022-01-05
    Emery Howard
    Burlingame, CA
    San Mateo, CA
Designations

View on SEC IAPD

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