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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-04 |
Branch Locations
645 Massachusetts Street Suite 300, Lawrence, KS 66044 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2013 | 10/2024 |
| Edmonds Duncan Registered Investment Advisors, Llc | Lawrence | KS | 08/2013 | 10/2024 |
| Creative Planning, Llc | Overland Park | KS | 10/2024 | Present |
JMJGS LLC; Investment-related; 8101 College Blvd, Ste 130, Overland Park, KS 66210; Family LLC established to hold private direct investments and holdings; Passive limited partnership; Start 10/19/2024; 0 hours / month; 0 hours / month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
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