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Joseph William Galunas

Creative Planning

Atlanta, GA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-17
  • GA RA
    APPROVED
    Since 2024-06-17

Branch Locations

3630 Peachtree Road Ne Suite 300, Atlanta, GA 30326 • 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
Capital Bank & Trust Company Atlanta GA 08/2015 08/2020
Capital Bank & Trust Company Atlanta GA 08/2020 07/2021
Capital Group Private Client Services, Inc. Los Angeles CA 07/2021 05/2024
Creative Planning Llc Atlanta GA 06/2024 Present
  • 08/2015 → 08/2020
    Capital Bank & Trust Company
    Atlanta, GA
  • 08/2020 → 07/2021
    Capital Bank & Trust Company
    Atlanta, GA
  • 07/2021 → 05/2024
    Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 06/2024 → Present
    Creative Planning Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-24
  • S66 Uniform Combined State Law Examination
    2012-04-24
Designations
Other Names
  • Josehp William Galunas
  • Joseph William Galunas
  • Joseph Galunas
  • Joe Galunas

View on SEC IAPD

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