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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-09
TX RA APPROVED 2019-02-18
  • FL RA
    APPROVED
    Since 2021-11-09
  • TX RA
    APPROVED
    Since 2019-02-18

Branch Locations

Saint Petersburg, FL • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Leawood KS 08/2017 Present
Creative Planning Leawood KS 05/2015 12/2016
Unemployed Overland Park KS 01/2017 07/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-27
Designations

View on SEC IAPD

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