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Thomas John Arcuri

Creative Planning Institutional Advisors, LLC

Phoenix, AZ

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-10-10
  • AZ RA
    APPROVED
    Since 2019-10-10

Branch Locations

2355 E. Camelback Rd. Suite 500, Phoenix, AZ 85016 • 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
The Vanguard Group, Inc. Malvern PA 06/2007 09/2019
Creative Planning Institutional Advisors, Llc Newport Beach CA 09/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-04
S63 Uniform Securities Agent State Law Examination 2007-08-13
  • S65 Uniform Investment Adviser Law Examination
    2019-10-04
  • S63 Uniform Securities Agent State Law Examination
    2007-08-13

View on SEC IAPD

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