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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-05
WI RA APPROVED 2022-03-16
  • FL RA
    APPROVED
    Since 2023-10-05
  • WI RA
    APPROVED
    Since 2022-03-16

Branch Locations

Maitland, FL • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 10/2021 Present
Chadwicks Limited Norwich 05/2021 08/2021
Allen & Overy Paris 05/2019 08/2019
Shearman & Sterling Llp Paris 02/2019 04/2019
University Of East Anglia Norwich 09/2020 09/2021
Paris Nanterre University Nanterre 09/2015 09/2020
  • 10/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 05/2021 → 08/2021
    Chadwicks Limited
    Norwich
  • 05/2019 → 08/2019
    Allen & Overy
    Paris
  • 02/2019 → 04/2019
    Shearman & Sterling Llp
    Paris
  • 09/2020 → 09/2021
    University Of East Anglia
    Norwich
  • 09/2015 → 09/2020
    Paris Nanterre University
    Nanterre
Other Businesses

Association of Americans Resident Overseas; Not investment related; 4 rue de Chevreuse 75006 Paris, France; Non profit; Board member; Start 4/16/2026; 5 hours / month; 0 hours / month during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-16
  • S65 Uniform Investment Adviser Law Examination
    2022-03-16
Designations

View on SEC IAPD

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