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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-12 |
| KS | RA | APPROVED | 2023-10-11 |
Branch Locations
11551 Ash Street Suite 250, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Overland Park | KS | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 01/2022 |
| Creative Planning, Llc | Overland Park | KS | 02/2022 | 09/2023 |
| Raymond James * Associates, Inc. | Leawood | KS | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-05 |
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