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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
2340 Garden Road, Suite 202, Monterey, CA 93940 • United States
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 |
|---|---|---|---|---|
| Monterey Private Wealth, Inc. | Monterey | CA | 02/2016 | 03/2025 |
| Creative Planning, Llc | Monterey | CA | 04/2025 | Present |
Name: Hospice Giving Foundation; Not investment related; 80 Garden Ct #201, Monterey, CA 93940; Charitable 501(c) 3 organization; Volunteer Director, Co-Treasurer; Start May 2017; 3 hours/month; 1 hour/month during securities trading hours; Oversee investment advisor that manages accounts, monitor portfolios, review organization's financials (I do not trade or make specific investment decisions);
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
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