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Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • TN RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

801 Sunset Drive Building A, Ste. 1, Johnson City, TN 37604 • 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
Marmo Financial Group Johnson City TN 04/2007 05/2026
Cetera Planning Partners Leawood KS 05/2026 Present
Previous Registrations
Other Businesses

1- APPOINTMENT WITH MULTIPLE INSURANCE CARRIERS; NON- INVESTMENT RELATED; 801 SUNSET DRIVE, JOHNSON CITY, TN 37604; INSURANCE BROKERAGE; SOLE PROPRIETOR; 4/2006; 40 HRS/MONTH; 1-2 HRS/DAY; COMPENSATION-COMMISSIONS; INSURANCE AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-28
S63 Uniform Securities Agent State Law Examination 2002-06-26
  • S66 Uniform Combined State Law Examination
    2004-05-28
  • S63 Uniform Securities Agent State Law Examination
    2002-06-26

View on SEC IAPD

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