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Thomas Emerson Bevington

Creative Planning

Denver, CO

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-04
  • CO RA
    APPROVED
    Since 2024-11-04

Branch Locations

8110 E. Union Ave., Suite 180, Denver, CO 80237 • 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
Fidelity Brokerage Services Llc Greenwood Village CO 06/2015 07/2017
Charles Schwab & Co., Inc. Boulder CO 07/2017 01/2023
Charles Schwab Bank Boulder CO 07/2017 01/2023
Creative Planning, Llc Overland Park KS 11/2024 Present
Matter Family Office Denver CO 01/2023 10/2024
  • 06/2015 → 07/2017
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 07/2017 → 01/2023
    Charles Schwab & Co., Inc.
    Boulder, CO
  • 07/2017 → 01/2023
    Charles Schwab Bank
    Boulder, CO
  • 11/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 01/2023 → 10/2024
    Matter Family Office
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-11
S63 Uniform Securities Agent State Law Examination 2015-08-07
  • S66 Uniform Combined State Law Examination
    2016-04-11
  • S63 Uniform Securities Agent State Law Examination
    2015-08-07
Designations

View on SEC IAPD

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KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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