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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 | 2018-04-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 Park Plaza Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | La Jolla | CA | 07/2015 | 04/2018 |
| Creative Planning | Irvine | CA | 04/2018 | Present |
University of California, Irvine; not investment related; 510 E. Peltason Dr., Irvine, CA 92697; teaching; start 3/30/20; 10 hours per month; 0 hours during trading hours;Teach the fundamental principles of comprehensive personal financial planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-13 |
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