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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Inc | Merrimack | NH | 08/2000 | 08/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2020 |
| Robinhood Financial, Llc | Southlake | TX | 08/2020 | 04/2024 |
| Robinhood Markets, Inc | Southlake | TX | 06/2022 | 04/2024 |
| Creative Planning, Llc | Overland Park | KS | 04/2024 | Present |
Allen Associates INC.; Echo Lane Lempster, NH, 03605; non-investment related; Family Board of Directors; annual board meeting on a Saturday + a few emails; 0-1 hours; 0 during trading hours American Heart Association; non-investment related; board member; monthly board meeting; less than 1 hour per week; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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