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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
15303 Dallas Parkway Suite 460, Addison, TX 75001 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raa | Addison | TX | 05/2014 | 01/2020 |
| Allworth Financial, L.P. | Sacramento | CA | 01/2020 | 04/2023 |
| Creative Planning Llc | Overland Park | KS | 04/2023 | Present |
Varsity Tutors, not investment-related; 101 South Hanley Rd, Suite 300. St. Louis, Mo. 63105; Tutoring; start date July 1, 2022; approximately 5hrs non of which are during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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