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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-04 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1127 S 2Nd Ave, Suite A, Walla Walla, WA 99362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Walla Walla | WA | 01/2012 | 10/2024 |
| Raymond James Financial Services Advisors Inc. | Walla Walla | WA | 11/2017 | 10/2024 |
| Krivoshein Mcdaniels Financial | Walla Walla | WA | 01/2021 | 10/2024 |
| Creative Planning, Llc | Overland Park | KS | 11/2024 | Present |
(1)Name of Business: Krivoshein McDaniels Financial Address: 1127 S 2nd Ave Ste A, Walla Walla, WA, 99362, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 1-2 Hours per month devoted to this business during trading hours: 1-2 Description of duties: I am part owner in the DBA, so serve in responsibilities of business management and operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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