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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-04 |
Branch Locations
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 |
|---|---|---|---|---|
| High School Student - Eisenhower High School | Goddard | KS | 01/2015 | 01/2017 |
| Ymca | Wichita | KS | 01/2017 | 08/2018 |
| Southwest National Bank | Wichita | KS | 08/2018 | 08/2020 |
| Kansas State University | Manhattan | KS | 08/2020 | 12/2022 |
| Worldwide Express | Overland Park | KS | 12/2022 | 01/2025 |
| Creative Planning | Overland Park | KS | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
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