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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 Park Plaza Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lionheart Capital Management Llc | Irvine | CA | 01/2019 | 06/2021 |
| Case Packaging Inc | Riverside | CA | 05/2011 | 12/2018 |
| Creative Planning, Llc | Overland Park | KS | 06/2021 | Present |
University of California; Irvine, CA; not investment related; Instructor; start date 3.20.23; 2 hours per month/0 hours during trading; nature of the buisness=Teach CFP classes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-29 |
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