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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
12818 Daylight Circle, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goltermann & Associates P.C. | St. Louis | MO | 06/2008 | 12/2017 |
| Gjg Capital, Llc | St.LOuis | MO | 12/2008 | 12/2016 |
| Droms Strauss Wealth Mangement | St. Louis | MO | 12/2016 | 12/2017 |
| Rubinbrown Advisors Llc | St. Louis | MO | 01/2018 | 02/2022 |
| Rubinbrown Llp | St. Louis | MO | 01/2018 | 02/2022 |
| Creative Planning, Llc | Des Peres | MO | 02/2022 | Present |
Business Consultant, ST. LOUIS, MO; not investment related; provide business advice to legacy clients, not adding any new clients; Start date 2.18.2022; 10 to 20hrs per month/0hrs during trading. Accounting Consultant, St. Louis, MO; not investment related; provide accounting services to legacy clients, not adding any new clients; Start date 2.19.2022; 10 to 20hrs per month/0hrs during trading. CP Strategic Advisors, Overland Park, KS; not investment related; provide tax planning and consult on business development; start date 4.1.22; 20 hours/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-14 |
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