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Jason Lloyd Williams

Creative Planning

Overland Park, KS

Mclean, VA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
VA RA APPROVED 2021-05-03
  • TX RA
    APPROVED
    Since 2023-08-29
  • VA RA
    APPROVED
    Since 2021-05-03

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

8444 Westpark Drive, Suite 610, Mclean, VA 22102 • 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
Sullivan, Bruyette, Speros & Blayney, Inc Mclean VA 07/2004 04/2021
Creative Planning Overland Park KS 04/2021 Present
  • 07/2004 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Inc
    Mclean, VA
  • 04/2021 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
  • 2005-02-17 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
    Mclean, VA
  • 2002-07-31 → 2004-07-07
    May & Barnhard, Pc
    Bethesda, MD
Designations

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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