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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-05 |
| WI | RA | APPROVED | 2022-03-16 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-16 |
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