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Inactive

Devon Williams Daniels

Creative Planning

Greenville, DE

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-10-10
  • DE RA
    APPROVED
    Since 2023-10-10

Branch Locations

4001 Kennett Pike, Suite 216, Greenville, DE 19807 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Daniels + Tansey, Llp Wilmington DE 01/2007 10/2023
Creative Planning, Llc Wilmington DE 10/2023 Present
  • 01/2007 → 10/2023
    Daniels + Tansey, Llp
    Wilmington, DE
  • 10/2023 → Present
    Creative Planning, Llc
    Wilmington, DE
Previous Registrations
  • 2018-01-03 → 2023-10-06
    Daniels + Tansey, L.L.P.
    Wilmington, DE
  • 2004-02-10 → 2017-12-31
    Daniels + Tansey, L.L.P.
    Wilmington, DE
  • 2000-04-17 → 2004-10-01
    Cambridge Investment Research, Inc.
    Wilmington, DE
    Wilmington, DE
Other Businesses

1)DANIELS & DANIELS,INC.(NON-INVESTMENT-RELATED)PO BOX 4649,GREENVILLE,DE;INSURANCE BROKERAGE;PRESIDENT;1987-PRESENT;2 HRS/WK DURING TRADING HRS;MARKETING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-31
S63 Uniform Securities Agent State Law Examination 1987-01-05
  • S65 Uniform Investment Adviser Law Examination
    1996-10-31
  • S63 Uniform Securities Agent State Law Examination
    1987-01-05
Designations
Other Names
  • Devon K Williams
  • Devon W Andrews

View on SEC IAPD

Other Firms

SPEARHEAD ADMINISTRATIVE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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