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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-01 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
615 Pi'iKoi Street Suite 812, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services,Llc | Honolulu | HI | 01/2001 | 03/2019 |
| Tiaa | Honolulu | HI | 01/2001 | 03/2019 |
| Mosaic Pacific Investment Advisors, Llc | Honolulu | HI | 06/2019 | 06/2025 |
| Creative Planning, Llc | Honolulu | HI | 07/2025 | Present |
Rental Property: Investment-related; 87-110 Halike Place, Waianae, HI 96792; Owner; Start: 1/2012; 0 hours/month; 0 hours/month during securities trading hours Rental Property: Investment-related; Makaha Valley Towers 84-710 Unit 1711, Waianae, Hawaii 96792; Owner; Start: 9/2023; 0 hours / month; 0 hours / month during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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