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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-09-13 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb | Kansas City | MO | 11/2015 | 06/2018 |
| Creative Planning | Overland Park | KS | 07/2018 | 09/2019 |
| Cetera Planning Partners | Leawood | KS | 09/2019 | Present |
Brian Barling Painting Inc, Leawood, KS - Not Investment Related. Position: Vice President, bookkeeping for interior decorative painting company. Start date: July 2018. Approximately 15 hrs. per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
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