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Inactive

Sahil Sury

Creative Planning

Memphis, TN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-03-07
  • TN RA
    APPROVED
    Since 2023-03-07

Branch Locations

1661 International Drive, Suite 202, Memphis, TN 38120 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Telarray, Llc Memphis TN 06/2018 02/2023
University Of Memphis Memphis TN 08/2016 05/2018
Servicemaster Memphis TN 05/2017 04/2018
Creative Planning, Llc Memphis TN 03/2023 Present
  • 06/2018 → 02/2023
    Telarray, Llc
    Memphis, TN
  • 08/2016 → 05/2018
    University Of Memphis
    Memphis, TN
  • 05/2017 → 04/2018
    Servicemaster
    Memphis, TN
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2018-12-14 → 2023-03-09
    Telarray, Llc
    Memphis, TN
Other Businesses

Rental property; is investment related; Owner; start date 5.1.2019; 1 hour per month/0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
NEWSOUTH CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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