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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-12 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Pacifica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2016 | 02/2020 |
| Pureflex Nutrition Llc | Long Branch | NJ | 09/2014 | 09/2016 |
| Bank Of America, N.A. | Pennington | NJ | 03/2016 | 02/2020 |
| Jp Morgan Securities, Llc | Deal | NJ | 02/2020 | 05/2021 |
| Jp Morgan Chase Bank, N.A. | Deal | NJ | 02/2020 | 05/2021 |
| Wag Labs, Inc | Philadelphia | PA | 05/2019 | 12/2019 |
| Silicon Valley Bank | San Francisco | CA | 05/2021 | 03/2023 |
| Svb Wealth Management | San Francisco | CA | 05/2021 | 06/2022 |
| Svb Wealth Llc | San Francisco | CA | 06/2022 | 09/2023 |
| Svb Investment Services Inc | San Francisco | CA | 06/2022 | 09/2023 |
| Creative Planning, Llc | Overland Park | KS | 03/2026 | Present |
| Iconiq Capital | San Francisco | CA | 09/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-23 |
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