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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-07-11 |
| TX | RA | APPROVED_RES | 2019-02-19 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 12/2014 | Present |
Brashstar, LLC; Hendersonville, TN; not investment related; nature of the business is E-commerce; Owner; start 6/2021; 4 hours each month/0 hours during trading; Duties are overseeing an E-Commerce store on the Walmart platform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-11 |
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