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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-23
  • TN RA
    APPROVED
    Since 2026-01-23

Branch Locations

3834 Sutherland Ave., Knoxville, TN 37919 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 06/2020 01/2022
Triad Hybrid Solutions Norcross GA 10/2020 01/2022
University Of Tennessee Knoxville TN 01/2020 05/2020
Tate's School Knoxville TN 05/2015 12/2019
Sageview Advisory Group, Llc Newport Beach CA 02/2022 Present
Creative Planning, Llc Knoxville TN 01/2026 Present
  • 06/2020 → 01/2022
    Triad Advisors
    Norcross, GA
  • 10/2020 → 01/2022
    Triad Hybrid Solutions
    Norcross, GA
  • 01/2020 → 05/2020
    University Of Tennessee
    Knoxville, TN
  • 05/2015 → 12/2019
    Tate's School
    Knoxville, TN
  • 02/2022 → Present
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 01/2026 → Present
    Creative Planning, Llc
    Knoxville, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-21
  • S65 Uniform Investment Adviser Law Examination
    2020-09-21

View on SEC IAPD

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