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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-03 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2015 | 11/2016 |
| Morgan Stanley | Greenwood Village | CO | 11/2016 | 06/2021 |
| Morgan Stanley Private Bank, N.A | Baltimore | MD | 11/2016 | 10/2019 |
| Goldman Sachs | Greenwood Village | CO | 07/2021 | 11/2023 |
| Creative Planning, Llc | Overland Park | KS | 11/2023 | Present |
| United Capital Financial Advisors | Greenwood Village | CO | 08/2021 | 07/2024 |
RivKing LLC; Not investment-related; Aurora, CO; Owner; Start 2/10/2025; Owner sole proprietor; 10 hours / month; 0 hours / month during securities trading hours; Driving for Uber, Lift, Uber Eats Doordash; Not investment-related; Headquartered at 303 2nd Street, Suite 800, San Francisco, CA; Start 10/9/2025; Driver; 10 hours / month; 0 hours / month during securities trading hours; Delivering food part time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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