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Marjorie Uys Edenfield

Creative Planning

Atlanta, GA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-14
  • GA RA
    APPROVED
    Since 2020-10-14

Branch Locations

3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • 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
Resource Planning Group, Ltd. Atlanta GA 06/2012 01/2020
Truewealth, Llc Atlanta GA 01/2020 09/2020
Creative Planning, Inc. Atlanta GA 10/2020 Present
  • 06/2012 → 01/2020
    Resource Planning Group, Ltd.
    Atlanta, GA
  • 01/2020 → 09/2020
    Truewealth, Llc
    Atlanta, GA
  • 10/2020 → Present
    Creative Planning, Inc.
    Atlanta, GA
Previous Registrations
  • 2020-02-10 → 2020-10-08
    Truewealth Management
    Atlanta, GA
  • 2016-01-28 → 2020-01-20
    Resource Planning Group, Ltd.
    Atlanta, GA
Designations
Other Names
  • Marjorie Uys

View on SEC IAPD

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