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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Worth | TX | 06/2017 | 12/2019 |
| Old Fisherman's Grotto | Monterey | CA | 10/2016 | 05/2017 |
| Hyatt Regency | Monterey | CA | 08/2016 | 10/2016 |
| Bkd Wealth Advisors | Indianapolis | IN | 01/2020 | 01/2021 |
| Fisher Investments | Plano | TX | 02/2021 | 11/2021 |
| Creative Planning, Llc | Overland Park | KS | 10/2023 | Present |
| Military Onesource | Chesapeake | VA | 01/2022 | 09/2022 |
| Robert Walters Japan | Tokyo | 12/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-27 |
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