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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-02-18
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-02-18

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Burbank, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 01/2015 Present
Previous Registrations
  • 2014-10-30 → 2014-12-23
    Monterey Park, CA
    Pasadena, CA
  • 2012-08-22 → 2014-10-08
    Td Ameritrade, Inc.
    Upland, CA
    Beverly Hills, CA
  • 2013-01-02 → 2014-10-08
    Td Ameritrade Investment Management, Llc
    Beverly Hills, CA
    Rancho Cucamonga, CA
Other Businesses

Jen Solis LLC; Burbank, CA; Not investment related; President; Personal Beauty Care is nature of business; Start Date 1-9-21; 8 hours per month; 0 trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-21
  • S66 Uniform Combined State Law Examination
    2012-08-21
Designations

View on SEC IAPD

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