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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-25 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Mount Dora, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 11/2016 | 02/2019 |
| Unemployed | Orlando | FL | 08/2016 | 10/2016 |
| Voya Investment Management | Altanta | GA | 03/2019 | 10/2022 |
| Voya Investments Distributor, Llc | Windsor | CT | 03/2019 | 10/2022 |
| Voya Investment Management Co. Llc | New York | NY | 03/2019 | 10/2022 |
| Ameriprise Financial Services, Llc | Plantation | FL | 10/2022 | 08/2023 |
| Creative Planning, Llc | Overland Park | KS | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
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