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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-19 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
200 Berwyn Park 920 Cassatt Road, Suite 205, Berwyn, PA 19312-1178 • 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 |
|---|---|---|---|---|
| Kistler-Tiffany Companies, Llc | Berwyn | PA | 01/2003 | 09/2023 |
| Kistler-Tiffany Advisors | Berwyn | PA | 11/2007 | 09/2023 |
| Apw Capital, Inc. | Parsippny | NJ | 05/2012 | 12/2021 |
| Creative Planning, Llc | Berwyn | PA | 09/2023 | Present |
1-Kistler-Tiffany Companies, LLC, Berwyn, Pa.; no investment related activity; no new activity being conducted. Kistler-Tiffany Companies, LLC only remains open to resolve any issues relating to Kistler-Tiffany Companies, LLC. Before 9/1/2023 when Creative Planning purchased the assets from this company. 2-KTA FUNDING HOPE FOUNDATION; BERWYN, PA; SVC. DESCRIPTION: CHARITABLE FOUNDATION; START DATE: 1/1/2000; TITLE: PRESIDENT; DUTIES: ATTEND MEETINGS; 5% TIME SPENT. 3-NY LIFE INS. CO./VARIOUS LIFE INS.; BERWYN, PA; SVC. DESCRIPTION: SOLE PROPRIETOR; START DATE: 6/1/1992; TITLE: AGENT; DUTIES: SELL LIFE INSURANCE; 10% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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