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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-26 |
Branch Locations
1 Park Plaza Suite 700, Irvine, CA 92614 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 04/2015 | 01/2021 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 09/2024 |
| Creative Planning, Llc | Overland Park | KS | 09/2024 | Present |
Banqi Yang; Not investment related; Goleta, CA; Rental Property; Landlord; Start 5/2015; 0 Hours/month; 0 Hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-25 |
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