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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 N Wacker Drive, Suite 1700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 04/2016 | 10/2018 |
| Bank Of America, N.A. | Chicago | IL | 12/2016 | 10/2018 |
| Sageview Advisory Group, Llc Crd #126777 | Chicago | IL | 09/2018 | 01/2026 |
| Cetera Advisor Networks | Irvine | CA | 10/2018 | 01/2024 |
| Cetera Advisors | St Cloud | MN | 03/2024 | 01/2026 |
| L&H Realty Development Llc | Chicago | IL | 01/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 01/2026 |
| Creative Planning, Llc | Chicago | IL | 01/2026 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 01/2016 APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND FIXED ANNUITIES; NAME OF OTHER BUSINESS: L&H REALTY DEVELOPMENT LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE:01/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, NIT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLD INVESTMENT PROPERTIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-21 |
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