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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
| UT | RA | APPROVED | 2016-09-26 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
South Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Llc | Denver | CO | 08/2015 | 09/2016 |
| Creative Planning | Overland Park | KS | 09/2016 | Present |
| Podmonsters, Llc | South Jordan | UT | 11/2021 | Present |
podmonsters, LLC; South Jordan, UT; Not investment related; Nature of Business-Drop Shipping/Print on demand; Postion-Co-Owner; Start date 11/10/21; 40 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-01 |
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