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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-08-28 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Pennington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rdm Capital Associates | Shrewsbury | NJ | 04/2012 | 07/2018 |
| Creative Planning | Rumson | NJ | 07/2018 | 09/2020 |
| Creative Planning | Pennington | NJ | 09/2020 | Present |
SUMMIT AFFILIATES MEDICAL PROPERTIES FUND GP LLC: 263 BROAD STREET, RED BANK, NJ 07701, INVESTMENT-RELATED BUSINESS, REAL ESTATE INVESTMENT, MEMBER OF LLC AND VICE PRESIDENT, STARTED 01/31/2014, APPROXIMATELY 3 HOURS SPENT PER MONTH, ZERO HOURS SPENT DURING SECURITIES TRADING HOURS, DUTIES INCLUDE: ADMINISTRATIVE PROCESSING OF INFORMATION AND DISTRIBUTIONS RECEIVED FROM INVESTMENT MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-21 |
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