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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-10-29 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truewealth, Llc (Fna Windham Brannon) | Atlanta | GA | 07/2014 | 09/2020 |
| Creative Planning, Inc. | Atlanta | GA | 10/2020 | Present |
Catholic Education of North Georgia, Inc.; Atlanta, GA; Board member; not investment related; start date 4/2020; 1 hour per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-24 |
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