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David Shnapek

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Redwood City, CA

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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
CA RA APPROVED 2009-07-10
  • CA RA
    APPROVED
    Since 2009-07-10

Branch Locations

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

1775 Woodside Road Suite 201, Redwood City, CA 94061 • 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
Shnapek Tennis Academy San Diego CA 02/1995 01/2021
Cetera Wealth Services, Llc El Segundo CA 01/2013 12/2025
Creative Planning Institutional Advisors, Llc Newport Beach CA 06/2009 Present
Previous Registrations
  • 2008-01-01 → 2009-06-16
    Wells Fargo Clearing Services, Llc
    Oakland, CA
    Redwood Shores, CA
  • 2005-05-31 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Walnut Creek, CA
    Redwood Shores, CA
    St. Louis, MO
    La Jolla, CA
Other Businesses

(1) EMPLOYEE OF SAGEVIEW ADVISORY GROUP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-30
  • S66 Uniform Combined State Law Examination
    2005-05-30

View on SEC IAPD

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