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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-02 |
| FL | RA | APPROVED | 2016-10-14 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Miami, FL • United States
2255 Glades Rd, Suite 330W, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Coral Gables | FL | 02/2015 | 09/2016 |
| Creative Planning | Overland Park | KS | 09/2016 | Present |
Rental Property; Miami, FL; not investment related; position - owner; start date 9.28.23; 2 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-12 |
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