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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 03/2019 | 02/2024 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 03/2019 | 02/2024 |
| First National Bank Of Omaha | Omaha | NE | 12/2016 | 03/2019 |
| Wellsfargo | Kearney | NE | 11/2015 | 12/2016 |
| Wd Pensionmark | Garden Ridge | TX | 02/2024 | 06/2024 |
| Pensionmark Financial Group | Santa Barbara | CA | 02/2024 | 06/2024 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 02/2024 | 06/2024 |
| Creative Planning, Llc | Overland Park | KS | 09/2024 | Present |
1. Rental Property; Non-Investment Related; 11209 Potter St., Omaha, NE 68142; Rental Property; Owner; 5/14/2022; 0 hours per month; 0 hours during trading hours; No day to day duties. Property manager manages the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
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