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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
San Francisco, CA • 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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Cisco Systems, Inc. | San Jose | CA | 08/2014 | 08/2018 |
| Wetherby Asset Management | San Francisco | CA | 03/2019 | 12/2023 |
| Unemployed | San Jose | CA | 08/2018 | 03/2019 |
| Laird Norton Wetherby Wealth Management, Llc | San Francisco | CA | 01/2024 | 04/2026 |
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