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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3101 Bee Caves Road, Suite 310, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 01/2016 | 09/2022 |
| Creative Planning, Llc | Overland Park | KS | 07/2023 | Present |
| Self Employed | Austin | TX | 10/2022 | 06/2023 |
1390 Ventures, LLC; Austin, TX; not investment related; nature of business - catering; position - member manager; start date 12.11.23; 1 hour per month/0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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