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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| CA | RA | APPROVED | 2017-07-06 |
Branch Locations
11260 El Camino Real Suite 220, San Diego, CA 92130 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
333 Lorton Avenue, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc | Tamap | FL | 04/2015 | 06/2017 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 04/2015 | 06/2017 |
| Creative Planning | Overland Park | KS | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-03 |
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