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Joseph Allen Dillon

Creative Planning

Raleigh, NC

Overland Park, KS

Raleigh, NC

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-13
  • NC RA
    APPROVED
    Since 2023-03-13

Branch Locations

3600 Glenwood Ave Suite 215, Raleigh, NC 27612 • United States

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

Raleigh, NC • 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
Captrust Financial Advisors Raleigh NC 03/2013 03/2018
Sharpvue Capital, Llc Raleigh NC 03/2018 06/2019
Curi Wealth Management Llc Raleigh NC 06/2019 03/2023
Creative Planning Llc Overland Park KS 03/2023 Present
  • 03/2013 → 03/2018
    Captrust Financial Advisors
    Raleigh, NC
  • 03/2018 → 06/2019
    Sharpvue Capital, Llc
    Raleigh, NC
  • 06/2019 → 03/2023
    Curi Wealth Management Llc
    Raleigh, NC
  • 03/2023 → Present
    Creative Planning Llc
    Overland Park, KS
Previous Registrations
  • 2019-09-05 → 2023-03-08
    Curi Capital
    Raleigh, NC
  • 2018-04-04 → 2019-06-24
    Curi Capital
    Raleigh, NC
  • 2015-04-15 → 2018-03-20
    Captrust
    Raleigh, NC
  • 2014-06-18 → 2015-04-22
    Capfinancial Securities, Llc.
    Raleigh, NC
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-01
  • S63 Uniform Securities Agent State Law Examination
    2005-04-01
Designations
Other Names
  • Joseph Dillon
  • Joseph Allen Dillon
  • Joe Dillon
  • Joe Allen Dillon

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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