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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paessler Shaul, Llc | Memphis | TN | 03/2004 | Present |
| Fsg Investment Management, Llc | Memphis | TN | 04/2005 | 02/2023 |
| Creative Planning, Llc | Memphis | TN | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-16 |
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