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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newport Beach | CA | 04/2016 | 08/2018 |
| Creative Planning | Overland Park | KS | 10/2018 | Present |
ED3 Property, LLC, Folsom, CA - Investment Related. Position: Member Manager, rental property management and private placement real estate. Start date: July 2014. Approximately 5 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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