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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-30 |
Branch Locations
3834 Sutherland Ave., Knoxville, TN 37919 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Knoxville, TN • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-06-16 |
| TN | RA | APPROVED | 2011-09-26 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 12/2005 | Present |
| Retirement Plan Consultants, Inc. | Knoxville | TN | 01/2004 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 01/2026 |
| Sageview Private Client Group, Llc (Fka Rpc Private Client Group | Knoxville | TN | 12/2012 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2026 |
| Creative Planning, Llc | Knoxville | TN | 01/2026 | Present |
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 2011, 6HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; (2) NUCLEUS KNOXVILLE, NOT INVESTMENT RELATED, KNOXVILLE, TN, PRIVATE CLUB - YOUNG PROFESSIONAL BUSINESS GROUP, START 01/2012, 1HR/WK (NON-TRADING HOURS), MEMBER; (3) CANCER SUPPORT COMMUNITY - EAST TENNESSEE, NOT INVESTMENT RELATED, 2230 SUTHERLAND AVENUE, KNOXVILLE, TN 37919, INTERNATIONAL NON-PROFIT DEDICATED TO PEOPLE AFFECTED BY CANCER, START 01/2014, <1HR/WK (NON-TRADING HOURS), BOARD MEMBER; (4) NAME OF OTHER BUSINESS: 116 CHILDRESS LLC ; INVESTMENT RELATED: NO ; ADDRESS: 116 CHILDRESS ST, KNOWXVILLE, TN 37920 ; NATURE OF BUSINESS: COMMERICAL REAL ESTATE ; START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PASSIVE INVESTOR ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-29 |
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