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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-26 |
| KS | RA | APPROVED | 2021-10-25 |
Branch Locations
5440 West 110Th St. , Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| U.S. Navy Reserves | Oak Harbor | WA | 12/2013 | Present |
| Delta Air Lines | Seattle | WA | 02/2016 | Present |
| Allworth Financial, L.P. | Sacramento | CA | 01/2020 | 10/2021 |
| Creative Planning, Llc | Overland Park | KS | 10/2021 | Present |
I*931 FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITY NAME OF OUTSIDE BUSINESS ORGANIZATION: U.S. NAVY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3740 N CHARLES PORTER RD, OAK HARBOR, WASHINGTON 98278 NATURE OF BUSINESS: NAVY E/A-18G TRAINING SQUADRON, COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: NAVY RESERVIST, START DATE OF RELATIONSHIP: 12/1/2013 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSTRUCTOR PILOT Delta Airlines; not investment related; Pilot (limited flying duties as a first officer); start date 10.10.23; 20 hours per month/0 hours during trading Merge Enterprises; Overland Park, KS; not investment related; Public Speaking; start date 9.1.23; 5 hours per month/ 0 hours per month during trading; Give motivational talks to interested groups.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-23 |
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