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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
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