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Inactive

Gary Michael Disalvo

Creative Planning

Wildwood, MO

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-26
  • MO RA
    APPROVED
    Since 2025-06-26

Branch Locations

Wildwood, MO • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade St. Louis MO 06/2013 03/2018
Td Ameritrade, Inc. St. Louis MO 02/2018 10/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 10/2021
Fidelity Investments Chesterfield MO 07/2022 08/2022
Unemployed Wildwood MO 10/2021 07/2022
Dk Largo Corporation St. Louis MO 11/2022 Present
Creative Planning, Llc Overland Park KS 06/2025 Present
  • 06/2013 → 03/2018
    Scottrade
    St. Louis, MO
  • 02/2018 → 10/2021
    Td Ameritrade, Inc.
    St. Louis, MO
  • 02/2018 → 10/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 07/2022 → 08/2022
    Fidelity Investments
    Chesterfield, MO
  • 10/2021 → 07/2022
    Unemployed
    Wildwood, MO
  • 11/2022 → Present
    Dk Largo Corporation
    St. Louis, MO
  • 06/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2022-08-25 → 2022-09-02
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2018-03-05 → 2021-10-07
    Td Ameritrade, Inc.
    St. Louis, MO
    St Louis, MO
    St Louis, MO
    St. Louis, MO
  • 2018-02-26 → 2021-10-07
    Td Ameritrade Investment Management, Llc
    St Louis, MO
    Omaha, NE
    St. Louis, MO
  • 2016-03-18 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2006-11-06 → 2013-06-06
    Td Ameritrade, Inc.
    West Palm Beach, FL
    Tequesta, FL
    West Palm Beach, FL
  • 2006-11-06 → 2013-06-06
    Td Ameritrade Investment Management, Llc
    W. Palm Beach, FL
    Palm Beach, FL
    West Palm Beach, FL
Other Businesses

DK Largo Corporation; Not investment-related; St. Louis, MO; Manufacturing, e-commerce; President; Start 11/2022; 8 hours/month; 0 hours/month during securities trading hours; administrative/review the books.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
S66 Uniform Combined State Law Examination 2006-11-01
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24
  • S66 Uniform Combined State Law Examination
    2006-11-01
Other Names
  • Gary Michael Schwartz
  • Gary Michael Schwartz
  • Gary M Disalvo

View on SEC IAPD

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