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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2023-08-28 |
| AZ | RA | APPROVED | 2022-05-03 |
Branch Locations
11260 El Camino Real Suite 220, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Matrix Providers Inc | Chula Vista | CA | 08/2016 | 09/2018 |
| Keystone Wealth Partners, Llc | Chandler | AZ | 10/2018 | 03/2022 |
| Creative Planning, Llc | Gilbert | AZ | 03/2022 | Present |
Level Up Vision, LLC; Gilbert AZ; nature of business is financial psychology practice including coaching, writing and speaking; not investment related; position is owner; start date 4.19.20; 8 hours per month/0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-14 |
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