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Inactive

Daniel Joseph Graff

Creative Planning

Overland Park, KS

Mclean, VA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-15
VA RA APPROVED 2021-04-15
  • TX RA
    APPROVED
    Since 2021-04-15
  • VA RA
    APPROVED
    Since 2021-04-15

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

8444 Westpark Drive, Suite 610, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weatherstone Capital Management Westminster CO 07/2014 04/2018
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 05/2018 04/2021
Creative Planning, Llc. Overland Park KS 04/2021 Present
  • 07/2014 → 04/2018
    Weatherstone Capital Management
    Westminster, CO
  • 05/2018 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 04/2021 → Present
    Creative Planning, Llc.
    Overland Park, KS
Previous Registrations
  • 2018-05-02 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
  • 2014-07-28 → 2019-03-07
    Weatherstone Capital Management
    Northglenn, CO
  • 2010-06-18 → 2014-06-27
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-16
  • S65 Uniform Investment Adviser Law Examination
    2010-06-16
Designations

View on SEC IAPD

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