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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-29 |
Branch Locations
2350 Mission College Blvd Suite 190, Santa Clara, CA 95054 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grassi Investment Management, Llc | Mountain View | CA | 01/2000 | 08/2025 |
| Grassi Investment Management | Menlo Park | CA | 10/1997 | 08/2025 |
| Creative Planning, Llc | Santa Clara | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-26 |
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