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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-24 |
Branch Locations
6845 Weaver Road Suite 200, Rockford, IL 61114 • United States
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 |
|---|---|---|---|---|
| Unemployed | Rockford | IL | 05/2024 | 09/2024 |
| University Of Arkansas | Fayetteville | AR | 08/2023 | 05/2024 |
| Unemployed | Rockford | IL | 05/2023 | 08/2023 |
| Illinois State University | Normal | IL | 08/2020 | 05/2023 |
| Atwood Golf Course | Roscoe | IL | 06/2020 | 08/2020 |
| Illinois State University | Normal | IL | 08/2019 | 05/2023 |
| Willow Creek Community Church | Newberry | MI | 06/2019 | 08/2019 |
| Rockford Christian High School | Rockford | IL | 08/2016 | 06/2019 |
| Creative Planning, Llc | Overland Park | KS | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-22 |
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