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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
201 East John Carpenter Freeway, Suite 400, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 06/2014 | 01/2019 |
| Usaa Financial Advisors Inc | Addison | TX | 03/2019 | 01/2020 |
| Slg Millennium Group Llc | Addison | TX | 03/2019 | 01/2020 |
| Tiaa | Lewisville | TX | 06/2014 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2020 | 09/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2020 | 09/2021 |
| Goldman Sachs | Irving | TX | 11/2021 | 09/2023 |
| Sageview Advisory Group, Llc Crd #(126777) | Irving | TX | 09/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | 01/2026 |
| Cetera Advisors Llc | St. Cloud | MN | 03/2024 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | 01/2026 |
| Creative Planning, Llc | Irving | TX | 01/2026 | Present |
1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC CRD #(126777, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 09/2023, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-19 |
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