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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-07-27 |
Branch Locations
5400 W. 110Th Street, Overland Park, KS 66211 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Leawood | KS | 06/2014 | 08/2019 |
| Charles Schwab Bank | Leawood | KS | 06/2014 | 08/2019 |
| Communityamerica Financial Solutions Llc | Lenexa | KS | 09/2019 | 10/2019 |
| Lockton Companies Llc | Kansas City | MO | 11/2020 | 12/2021 |
| Lockton Investement Advisors | Kansas City | MO | 11/2020 | 12/2021 |
| Lockton Investment Securities | Kansas City | MO | 11/2020 | 12/2021 |
| C2Fo | Leawood | KS | 11/2019 | 02/2020 |
| Unemployed | Overland Park | KS | 02/2020 | 10/2020 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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