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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-04 |
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 | 06/2022 | Present |
| Tax Advantage Advisors, Inc. | Overland Park | KS | 12/2020 | 05/2022 |
| College Works Painting | Indianapolis | IN | 02/2020 | 10/2020 |
| Sporting Blue Valley | Overland Park | KS | 03/2018 | 08/2019 |
| Catenacci Construction, Llc | Overland Park | KS | 05/2016 | 08/2019 |
| Sitting Made Simple (Sms) | Carmel | IN | 08/2019 | 12/2019 |
Sporting Blue Valley Soccer Club; Overland Park, KS; Not investment related; Youth Soccer Coach; Start date 8/1/2023; 16 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
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