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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-03 |
Branch Locations
500 108 Avenue Northeast Suite 1100, Office 11, Bellevue, WA 98004 • United States
Renton, WA • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Seattle | WA | 05/2017 | 10/2021 |
| Apptio | Bellevue | WA | 06/2015 | 04/2017 |
| The Clarius Group, Llc | Seattle | WA | 10/2021 | 04/2023 |
| Creative Planning Llc | Overland Park | KS | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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