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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 |
| CA | RA | APPROVED | 2016-09-26 |
Branch Locations
12760 High Bluff Drive, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Carlsbad | CA | 07/2016 | 09/2016 |
| Creative Planning | Overland Park | KS | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-26 |
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