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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Bancwest Investment Services | Pinole | CA | 06/2016 | 01/2017 |
| Bank Of The West | Pinole | CA | 06/2016 | 01/2017 |
| Unemployed | Bethlehem | PA | 02/2017 | 03/2017 |
| Guardian Life Insurance Co Of America | Bethlehem | PA | 04/2017 | 12/2018 |
| Park Avenue Securities, Llc | Bethlehem | PA | 01/2018 | 12/2018 |
| Valley National Investments, Inc. | Bethlehem | PA | 01/2019 | 06/2021 |
| Valley National Advisers Inc | Bethlehem | PA | 01/2019 | 06/2021 |
| Guardian Life Insurance Co Of America | Bethlehem | PA | 07/2021 | 10/2021 |
| Park Avenue Securities, Llc | Bethlehem | PA | 07/2021 | 10/2021 |
| Guardian Life Insurance Company | New York | NY | 10/2021 | 02/2024 |
| Park Avenue Securities | New York | NY | 10/2021 | 02/2024 |
| Creative Planning, Llc | Overland Park | KS | 02/2024 | Present |
Rental Property; Nazareth, PA; not investment related; Owner; start date 1/26/2024; 1 hour per month/0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-23 |
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