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Lisa Anna Koscielny

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Knoxville, TN

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-09-06
  • TN RA
    APPROVED
    Since 2022-09-06

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

3834 Sutherland Avenue, Knoxville, TN 37919 • 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
Cadian Capital Management New York NY 06/2009 12/2016
Sabbatical New York NY 01/2017 11/2019
Self-Employed New York NY 12/2019 01/2021
Moon Capital Management Knoxville TN 03/2021 02/2022
Sabbatical Knoxville TN 03/2022 06/2022
Creative Planning Institutional Advisors, Llc Newport Beach CA 06/2022 Present
  • 06/2009 → 12/2016
    Cadian Capital Management
    New York, NY
  • 01/2017 → 11/2019
    Sabbatical
    New York, NY
  • 12/2019 → 01/2021
    Self-Employed
    New York, NY
  • 03/2021 → 02/2022
    Moon Capital Management
    Knoxville, TN
  • 03/2022 → 06/2022
    Sabbatical
    Knoxville, TN
  • 06/2022 → Present
    Creative Planning Institutional Advisors, Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-03
S66 Uniform Combined State Law Examination 2004-11-22
  • S65 Uniform Investment Adviser Law Examination
    2022-09-03
  • S66 Uniform Combined State Law Examination
    2004-11-22
Other Names
  • Lisa Koscielny

View on SEC IAPD

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