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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-21 |
Branch Locations
1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • 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 |
|---|---|---|---|---|
| Creative Planning, Llc | Oak Brook | IL | 05/2026 | Present |
| Wells Fargo Clearing Services Llc | St Louis | MO | 07/2017 | 09/2021 |
| Indiana University | Bloomington | IN | 08/2013 | 07/2017 |
| J.P. Morgan Securities Llc | Chicago | IL | 08/2021 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2021 | 09/2023 |
| Jp Morgan Securities | Naples | FL | 09/2023 | 02/2024 |
| Northern Trust Securities, Inc. | Chicago | IL | 02/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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