Best Investors Account Sign in
Inactive

Dhanise Pagulayan

Creative Planning

Seattle, WA

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-07
TX RA APPROVED 2023-08-29
HI RA APPROVED 2023-06-13
  • WA RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2023-08-29
  • HI RA
    APPROVED
    Since 2023-06-13

Branch Locations

Seattle, WA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allworth Financial, L.P. Sacramento CA 08/2021 11/2022
Allworth Financial, L.P. Sacramento CA 04/2019 08/2021
Starbucks Sacramento CA 01/2017 06/2019
Full Time Student Sacramento CA 07/2011 05/2019
Starbucks Santa Rosa CA 12/2015 12/2016
Creative Planning, Llc Overland Park KS 11/2022 Present
  • 08/2021 → 11/2022
    Allworth Financial, L.P.
    Sacramento, CA
  • 04/2019 → 08/2021
    Allworth Financial, L.P.
    Sacramento, CA
  • 01/2017 → 06/2019
    Starbucks
    Sacramento, CA
  • 07/2011 → 05/2019
    Full Time Student
    Sacramento, CA
  • 12/2015 → 12/2016
    Starbucks
    Santa Rosa, CA
  • 11/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Designations

View on SEC IAPD

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor