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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Investment Management Services | Fairhope | AL | 10/2011 | 04/2022 |
| Prudential Insurance Company Of America | Fairhope | AL | 10/2011 | 04/2022 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2022 | 04/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 01/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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