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Andres Eduardo Medina

Creative Planning

Dallas, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-09-29
  • TX RA
    APPROVED
    Since 2014-09-29

Branch Locations

Dallas, TX • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Creative Planning Overland Park KS 09/2014 Present
Previous Registrations
  • 2014-05-21 → 2014-09-29
    Td Ameritrade, Inc.
    Dallas, TX
  • 2014-05-21 → 2014-09-29
    Td Ameritrade Investment Management, Llc
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-20
S63 Uniform Securities Agent State Law Examination 2013-05-20
  • S66 Uniform Combined State Law Examination
    2014-05-20
  • S63 Uniform Securities Agent State Law Examination
    2013-05-20
Designations
Other Names
  • Andy Medina

View on SEC IAPD

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