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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
6116 Executive Blvd., Suite 550, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burt Wealth Advisors | North Bethesda | MD | 09/2015 | 11/2025 |
| Creative Planning, Llc | North Bethesda | MD | 11/2025 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; LAKEWOOD, OH; OWNER; START DATE = 09/2013; 0 HOURS / MONTH; 0 HOURS / MONTH DURING TRADING HOURS; RECEIVE RENT. COORDINATE WITH PROPERTY MANAGER AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-22 |
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