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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-03 |
Branch Locations
Worthington, OH • 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 |
|---|---|---|---|---|
| Valmark | Akron | OH | 06/2014 | 11/2017 |
| Hill Financial Group / Peak Wealth Solutions | Pepper Pike | OH | 01/2018 | 04/2021 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2018 | 04/2021 |
| Sequoia Financial Group, Llc | Columbus | OH | 10/2021 | 04/2026 |
| Sequoia Financial Advisors, Llc | Columbus | OH | 10/2021 | 04/2026 |
| Unemployed | Columbus | OH | 04/2021 | 10/2021 |
| Creative Planning, Llc | Overland Park | KS | 04/2026 | Present |
1) Hockey's Arsenal; Not investment-related; Chagrin Falls, OH; Hockey IQ Newsletter & Podcast; Owner; Start 5/2020; 8 hours / month; 0 hours during securities trading hours; newsletter and podcast. 2) Worthington Kilbourne High School; Not investment-related;Worthington, OH; High school hockey team; Coach; Start 6/2022; 10 hours / month; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
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