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7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-19 |
Branch Locations
7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Warrenville | IL | 10/2013 | 05/2017 |
| Spotlight Asset Group, Inc. | Oak Brook | IL | 05/2017 | 09/2020 |
| Greenup Street Wealth Management | Ann Arbor | MI | 10/2021 | Present |
| Greenup Street Wealth Management Llc | Ann Arbor | MI | 10/2021 | Present |
| N/A | N/A | XX | 09/2020 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
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