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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
201 East John Carpenter Freeway Suite 400, Irving, TX 75062 • 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 |
|---|---|---|---|---|
| Texas Tech Treansition & Engagement | Lubbock | TX | 08/2019 | 12/2020 |
| Unemployed | Mansfield | TX | 01/2021 | 04/2021 |
| Texas Tech Treansition & Engagement | Lubbock | TX | 10/2018 | 06/2019 |
| Texas Tech Treansition & Engagement | Lubbock | TX | 02/2018 | 08/2019 |
| Hillcrest Country Club | Lubbock | TX | 04/2017 | 08/2017 |
| Texas Tech University | Lubbock | TX | 08/2015 | 12/2020 |
| Fidelity Investments | Westlake | TX | 04/2021 | 05/2022 |
| Lpl Financial Llc | Garland | TX | 06/2022 | 08/2023 |
| Unemployed | Dallas | TX | 08/2023 | 03/2024 |
| Sageview Advisory Group, Llc | Bloomfield Hills | MI | 03/2024 | 12/2025 |
| Cetera Advisors, Llc | St Cloud | MN | 05/2024 | 12/2025 |
| Creative Planning, Llc | Irving | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-13 |
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