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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
23 N Derr Dr. Suite 20, Lewisburg, PA 17837 • United States
2134 Sandy Drive, Suite 1, State College, PA 16803 • 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 |
|---|---|---|---|---|
| Financial Abundance | State College | PA | 07/2011 | 09/2025 |
| Creative Planning, Llc | State College | PA | 10/2025 | Present |
Insurance; Investment-related; 2134 Sandy Drive, Suite 1, State College, PA 16803; Insurance agent; Start date - 7/2012; 12 hours/month; 10 hours/month during securities trading hours; Service existing insurance contracts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-24 |
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