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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-10-07
  • FL RA
    APPROVED
    Since 2014-10-07

Branch Locations

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

2255 Glades Rd Suite 330W, Boca Raton, FL 33431 • United States

Boca Raton, FL • 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
Creative Planning Overland Park KS 08/2014 Present
Previous Registrations
  • 2007-01-03 → 2014-08-04
    Highland Park, IL
    Naperville, IL
    Oakbrook, IL
  • 2005-10-24 → 2006-12-13
    Private Vista, Llc
    Chicago, IL
Other Businesses

Rental Property, Boca Raton, FL; not investment related; Owner; start date 12.5.22; 3 hours per month/0 during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-24
  • S66 Uniform Combined State Law Examination
    2004-09-24
Designations

View on SEC IAPD

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