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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-03-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 06/2018 | Present |
| Assurity Life Insurance Company | Lincoln | NE | 05/2016 | 05/2017 |
| State Street Corporation | Kansas City | MO | 06/2017 | 06/2018 |
| Downtown Bar | Lincoln | NE | 11/2014 | 12/2016 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
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