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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2020-03-31 |
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 |
|---|---|---|---|---|
| Creative Planning | Naperville | IL | 03/2013 | Present |
Rental Property; Investment-related; 7051 Mount Olympus Dr., Fallbrook, CA 92028; Start 8/18/2026; Rental property; Owner; 10 hours / month; 0 hours / month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
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