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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-28 |
| KS | RA | APPROVED | 2019-03-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Overland Park | KS | 01/2012 | 01/2019 |
| Fisher Investments | Camas | WA | 01/2019 | 03/2019 |
| Creative Planning | Overland Park | KS | 03/2019 | Present |
Jewish Community Foundation; Overland Park, KS; investment related; Investment Committee Member; start 9.19.23; 1 hour per month/0 hours during trading; Duties include - Provide perspective on the direction of the investments within the foundations portfolio for their short-term and long-term objectives as part of an overall committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-16 |
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