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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| SC | RA | APPROVED | 2023-06-14 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Summerville, SC • United States
950 Houston Northcutt Boulevard, Suite 101, Mt. Pleasant, SC 29464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2011 | 03/2018 |
| Creative Planning | Overland Park | KS | 03/2018 | Present |
NAME OF BUSINESS: Limited agent for nephew J. Finney INVESTMENT-RELATED: ADDRESS: Huntersville, NC START DATE: 2/2018 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: Limited agent for nephew A. Finney INVESTMENT-RELATED: ADDRESS: Huntersville, NC START DATE: 2/2018 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-26 |
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