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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-08-15 |
| NY | RA | APPROVED | 2022-07-06 |
Branch Locations
5 Penn Plaza Suite 1973, New York, NY 10001 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Long Valley, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits & Financial Group | Wakefield | MA | 09/2015 | 06/2022 |
| Creative Planning, Llc | Overland Park | KS | 07/2022 | Present |
401(K) University; Long Valley, NJ; investment related; This is a blog to assist plan sponsors understand how DC Plans function and their responsibilities to oversee the program. Position=author of blog; start date 1.1.21; 8 hours per month/0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-23 |
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