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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-01-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 01/2019 | Present |
| Umb Bank | Kansas City | MO | 06/2013 | 01/2019 |
National Association of Asian American Professions; Kansas City, MO; Treasurer; Start date 11.1.21; 2 hours per month/0 hours during trading; Duties - Participate in board meetings, decide on strategic direction, assist with activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-21 |
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