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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-20 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Austin, TX • United States
3101 Bee Caves Road, Suite 310, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 07/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-17 |
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