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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-04-25 |
Branch Locations
5400 W 110Th St., Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Kansas City | MO | 10/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 10/2015 | 03/2017 |
| Elements Acupuncture & Chinese Medicine Llc | Kansas City | MO | 09/2014 | 04/2017 |
| Creative Planning | Overland Park | KS | 04/2017 | Present |
1) NAME OF OUTSIDE BUSINESS ORGANIZATION: ELEMENTS ACUPUNCTURE & CHINESE MEDICINE, LLC, SPRING HILL, KS - NOT INVESTMENT RELATED. POSITION: OWNER, START DATE: 9/1/2014 NUMBER OF HOURS DEVOTED: 60 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: A CHINESE MEDICINE CLINIC AND PHARMACY OFFERING HEALTH SERVICES AND PRODUCTS. PRIMARY RESPONSIBILITIES INCLUDE GENERAL MANAGEMENT OF BUSINESS OPERATIONS, MARKETING, BOOKKEEPING, AND PAYROLL. 2) SOLE PROPRIETOR-LANDLORD, SPRING HILL, KS - INVESTMENT RELATED. POSITION: OWNER, RENTAL PROPERTY. START DATE: JULY 2019. APPROXIMATELY 20 HOURS PER MONTH, NONE DURING TRADING HOURS. 3) RESIDENTIAL REAL ESTATE AGENT; OLATHE, KS; NOT INVESTMENT RELATED; APPROX 20 HRS PER MONTH, 0 DURING TRADING HOURS; LICENSED REAL ESTATE AGENT; START DATE OCT. 2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
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