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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-07-06 |
Branch Locations
3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • United States
3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • United States
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 |
|---|---|---|---|---|
| Homrich Berg | Atlanta | GA | 02/2016 | 05/2022 |
| Creative Planning, Llc | Atlanta | GA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-03 |
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