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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
Branch Locations
726 Front St, Suite 201, Louisville, CO 80027 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-27 |
Branch Locations
726 Front St. Suite 210, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services | Denver | CO | 03/2005 | 07/2021 |
| Principal Life Insurance Co | Denver | CO | 03/2005 | 07/2021 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 07/2021 | Present |
| Cetera Advisor Networks | El Segundo | CA | 07/2021 | 01/2024 |
| Creative Planning, Llc | Louisville | CO | 03/2026 | Present |
Name: Revital Colorado; Address: 3578 Northpark Dr, Westminster, CO, 80031; Non profit; Board member; Start 1/2022; 2 hours/month; 0 hours/month during securities trading hours; Advise leadership team on how the non profit is working, business processes, mission, vision, etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-15 |
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