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Inactive

Cord Anthony Adams

Creative Planning

Irving, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-11
  • TX RA
    APPROVED
    Since 2025-12-11

Branch Locations

201 East John Carpenter Freeway, Suite 400, Irving, TX 75062 • 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
Shamrock Asset Management Llc Dallas TX 10/2010 11/2019
United Income, Inc. Washington DC 11/2019 06/2021
Capital One Investing Mclean VA 06/2021 04/2022
Sageview Advisory Group, Llc Newport Beach CA 04/2022 12/2025
Creative Planning, Llc Irving TX 12/2025 Present
  • 10/2010 → 11/2019
    Shamrock Asset Management Llc
    Dallas, TX
  • 11/2019 → 06/2021
    United Income, Inc.
    Washington, DC
  • 06/2021 → 04/2022
    Capital One Investing
    Mclean, VA
  • 04/2022 → 12/2025
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 12/2025 → Present
    Creative Planning, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-01-29
  • S66 Uniform Combined State Law Examination
    1998-01-29
Other Names
  • Cord A Adams

View on SEC IAPD

Other Firms

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GIBRALTAR CAPITAL MANAGEMENT, INC.
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J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
STRATEGIC ADVISERS LLC

Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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