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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| NC | RA | APPROVED | 2018-04-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Raleigh, NC • United States
3600 Glenwood Ave Suite 215, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | St Louis | MO | 01/2014 | 03/2018 |
| Creative Planning | Overland Park | KS | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
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