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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-08-16 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | St. Louis | MO | 06/2013 | 03/2018 |
| Td Ameritrade, Inc. | St. Louis | MO | 02/2018 | 03/2018 |
| Creative Planning | Overland Park | KS | 04/2018 | Present |
Spectrum Realty, LLC, Tulsa, OK - Not Investment Related. Position: Owner, purchase and manage rental properties. Start date: June 2019. Approximately 5 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
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