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Inactive

Edward Joseph Brownstein

Creative Planning

Overland Park, KS

Lewisville, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-05-19
  • TX RA
    APPROVED
    Since 2015-05-19

Branch Locations

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

Lewisville, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 05/2015 Present
Previous Registrations
  • 2007-01-17 → 2014-06-04
    Td Ameritrade, Inc.
    Fort Worth, TX
    Tampa, FL
  • 2010-11-17 → 2014-06-04
    Td Ameritrade Investment Management, Llc
    Tampa, FL
    Tampa, FL
  • 2006-04-24 → 2006-10-30
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-21
S63 Uniform Securities Agent State Law Examination 2005-02-11
  • S65 Uniform Investment Adviser Law Examination
    2006-04-21
  • S63 Uniform Securities Agent State Law Examination
    2005-02-11
Designations
Other Names
  • Ed Brownstein
  • Eddie Brownstein
  • Edward Joseph Brownstein
  • Edward Joseph Brownstein

View on SEC IAPD

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