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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-29 |
| FL | RA | APPROVED | 2017-05-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Bradenton, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Churchill Management Group | Los Angeles | CA | 09/2013 | 04/2017 |
| Creative Planning | Bradenton | FL | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-28 |
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