Daniel Evan Davis

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-06
FL	RA	APPROVED	2013-09-16

TX RA
APPROVED_RES

Since 2019-02-06
FL RA
APPROVED

Since 2013-09-16

Branch Locations

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

Debary, FL • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	09/2013	Present

09/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2011-01-25 → 2013-09-10

Capital Guardian Wealth Management, Llc

Miami, FL

Winter Park, FL
2006-11-15 → 2011-01-25

Wells Fargo Clearing Services, Llc

Jacksonville, FL

Orange City, FL

Orlando, FL

Orlando, FL

Orange City, FL
2003-09-18 → 2006-11-06

Raymond James & Associates, Inc.

Orlando, FL

Orlando, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-11-27
S63	Uniform Securities Agent State Law Examination	1999-01-12

S65 Uniform Investment Adviser Law Examination

2002-11-27
S63 Uniform Securities Agent State Law Examination

1999-01-12

Designations

View on SEC IAPD

Current Employers

Creative Planning

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews