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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-10 |
Branch Locations
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 | Overland Park | KS | 02/2023 | Present |
| University Of Wyoming Athletic Department | Laramie | WY | 08/2018 | 12/2022 |
| University Of Wyoming Athletic Department | Laramie | WY | 01/2020 | 12/2022 |
| Investment Center Advisor Group | Loveland | CO | 05/2022 | 08/2022 |
| Live Action | Arlington | VA | 05/2021 | 09/2021 |
| Bank Of Colorado | Greeley | CO | 05/2020 | 05/2021 |
| The Chuckwagon | Laramie | WY | 02/2020 | 03/2020 |
| Ryan And Lindsay Bohlinger | Windsor | CO | 03/2020 | 05/2020 |
| Mary Kay | Laramie | WY | 01/2019 | 08/2019 |
| Bonefish Grill | Timnath | CO | 05/2019 | 08/2019 |
| King Soopers | Windsor | CO | 05/2019 | 08/2019 |
| Down To Earth Dry Cleaners | Laramie | WY | 03/2019 | 05/2019 |
| Curry Household | Timnath | CO | 05/2018 | 08/2018 |
| Four And Twenty Blackbirds | Windsor | CO | 10/2017 | 07/2018 |
| Food Stand | La Salle | CO | 08/2016 | 08/2017 |
| Windsor High School | Windsor | CO | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-08 |
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