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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-07 |
| CA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
Queen Creek, AZ • United States
4900 Hopyard Road, Suite 100, Pleasanton, CA 94588 • United States
2340 Garden Road, Suite 202, Monterey, CA 93940 • 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 |
|---|---|---|---|---|
| Monterey Private Wealth, Inc. | Monterey | CA | 10/2011 | 03/2025 |
| Creative Planning, Llc | Monterey | CA | 04/2025 | Present |
Name: n/a; Investment Related: Yes; Address of other business: 2721 3rd Ave, Marina, CA 93933; Nature of other business: Residential real estate; Title/relationship: owner; Start date of relationship: 11/2019; Approximate number of hours/month devoted to other business: 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management. Name: Top Floor Investors, LLC; Investment Related: Yes: Address of other business: 2340 Garden Road, Suite 202, Monterey, CA 93940; Nature of other business: Commercial real estate; Position: Member; Title/relationship: 33.33% owner; Start date of relationship: 8/2012; Approximate hours/month devoted to other business; 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-11 |
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