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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-09 |
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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 06/2025 | Present |
| Paramount Parking | Omaha | NE | 09/2024 | 05/2025 |
| Conagra | Omaha | NE | 06/2024 | 08/2024 |
| Paramount Parking | Omaha | NE | 01/2024 | 05/2024 |
| Elemental Scientific Inc | Omaha | NE | 09/2023 | 12/2023 |
| Milli Bank | Omaha | NE | 09/2023 | 12/2023 |
| The Federal Reserve Bank Of Kansas City | Kansas City | KS | 06/2023 | 08/2023 |
| Fidelity Financial Inc | Omaha | NE | 08/2022 | 05/2023 |
| Strouds | Kansas City | KS | 05/2022 | 07/2022 |
| Creighton University | Omaha | NE | 08/2021 | 05/2022 |
| Rudy's Tenampa Taqueria | Lenexa | KS | 05/2021 | 08/2021 |
| Brookridge Golf & Fitness | Kansas City | KS | 08/2020 | 05/2021 |
| Rudy's Tenampa Taqueria | Lenexa | KS | 05/2020 | 08/2020 |
| Saint Thomas Aquinas | Overland Park | KS | 08/2017 | 08/2020 |
| Holy Cross Catholic School | Overland Park | KS | 06/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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