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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-08 |
Branch Locations
6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| The Doman Group | New York | NY | 12/2018 | 12/2021 |
| University Of Nottingham | Nottingham | 09/2017 | 09/2018 | |
| Syracuse University | Syracuse | NY | 08/2013 | 04/2017 |
| Jadak Technologies, Inc. | Syracuse | NY | 10/2018 | 11/2018 |
| O'BRien & Geer | Baldwinsville | NY | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
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