Best Investors Account Sign in
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-07-25
  • AZ RA
    APPROVED
    Since 2022-07-25

Branch Locations

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

Peoria, AZ • United States

400 East Rivulon Blvd Suite 106, Gilbert, AZ 85297 • 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 Gilbert AZ 03/2022 Present
Keystone Wealth Partners Chandler AZ 03/2021 03/2022
Unemployed Newbury Park CA 01/2021 03/2021
Vip Kid Newbury Park CA 09/2019 01/2021
Rancho Sordo Mudo Valle De Guadalupe 08/2009 01/2021
  • 03/2022 → Present
    Creative Planning, Llc
    Gilbert, AZ
  • 03/2021 → 03/2022
    Keystone Wealth Partners
    Chandler, AZ
  • 01/2021 → 03/2021
    Unemployed
    Newbury Park, CA
  • 09/2019 → 01/2021
    Vip Kid
    Newbury Park, CA
  • 08/2009 → 01/2021
    Rancho Sordo Mudo
    Valle De Guadalupe
Other Businesses

Rise Above; Not investment related; 17235 N. 75th Avenue, Suite B-125, Glendale, AZ 85308; Provides attendant care, respite, and habilitation to children and adults with developmental disabilities; Care giver; Start 1/2024; 40 hours/month; 0 hours/month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-21
  • S65 Uniform Investment Adviser Law Examination
    2022-05-21
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor