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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2023-08-28 |
Branch Locations
8110 E Union Ave, Suite 180, Denver, CO 80237 • United States
3615 Delgany St., Suite 500, Denver, CO 80216 • 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 |
|---|---|---|---|---|
| Lee Financial Corp. | Dallas | TX | 03/2008 | 12/2018 |
| Lotusgroup Advisors | Denver | CO | 01/2019 | 12/2020 |
| Wipfli Financial Advisors | Lakewood | CO | 01/2021 | 09/2022 |
| Creative Planning, Llc | Lakewood | CO | 10/2022 | Present |
1.) WINE RETRIEVER, LLC (295 ALLISON ST, LAKEWOOD, CO 80226); INDEPENDENT CONSULTANT IN WINE SALES. THE BUSINESS IS NOT INVESTMENT-RELATED. TIME COMMITMENT TO THIS BUSINESS IS LESS THAN 5 HOURS A MONTH, NONE OF WHICH IS DURING REGULAR BUSINESS HOURS. 2.) Lubbock Rental Property; Lubbock, TX; is investment related; 50% owner; start date 8/1/2007; 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-09 |
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