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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Mission Viejo, CA • United States

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

1 Park Plaza Suite 700, Irvine, CA 92614 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 06/2019 06/2022
Bank Of America Brea CA 08/2017 06/2019
Tilted Kilt Orange CA 05/2015 02/2018
Crittenton Services Fullerton CA 05/2015 08/2017
Creative Planning, Llc Overland Park KS 06/2022 Present
  • 06/2019 → 06/2022
    Irvine, CA
  • 08/2017 → 06/2019
    Bank Of America
    Brea, CA
  • 05/2015 → 02/2018
    Tilted Kilt
    Orange, CA
  • 05/2015 → 08/2017
    Crittenton Services
    Fullerton, CA
  • 06/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-17
  • S66 Uniform Combined State Law Examination
    2020-03-17
Designations
Other Names
  • Maricela Haro Medina
  • Maricela Medina

View on SEC IAPD

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