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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-02-21
  • KS RA
    APPROVED
    Since 2019-02-21

Branch Locations

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

5400 W 110Th St., 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
Creative Planning Overland Park KS 06/2017 Present
Kgp Logistics New Century KS 10/2016 06/2017
The Mixx Leawood KS 06/2016 09/2016
  • 06/2017 → Present
    Overland Park, KS
  • 10/2016 → 06/2017
    Kgp Logistics
    New Century, KS
  • 06/2016 → 09/2016
    The Mixx
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-21
  • S65 Uniform Investment Adviser Law Examination
    2019-02-21

View on SEC IAPD

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