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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-28 |
| CA | RA | APPROVED | 2017-09-26 |
Branch Locations
12760 High Bluff Drive, San Diego, CA 92130 • United States
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 |
|---|---|---|---|---|
| Union Bank | San Diego | CA | 08/2011 | 06/2017 |
| Unionbanc Investment Services | La Jolla | CA | 05/2012 | 06/2017 |
| Creative Planning | San Diego | CA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-25 |
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