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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-17 |
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