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4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
3834 Sutherland Ave., Knoxville, TN 37919 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Knoxville, TN • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
3834 Sutherland Ave., Knoxville, TN 37919 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 05/2026 | Present |
| Sageview Advisory Group, Llc | Newport Beach | CA | 03/2018 | 09/2022 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 09/2022 | 12/2025 |
| University Of Tennessee, Knoxville | Knoxville | TN | 09/2016 | 05/2020 |
| Creative Planning, Llc | Knoxville | TN | 12/2025 | Present |
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