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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-06 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
118 Turnpike Road Suite 300, Southborough, MA 01772 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Framingham | MA | 11/2004 | 05/2017 |
| Ferris Capital, Llc | Marlborough | MA | 08/2017 | 05/2022 |
| Creative Planning, Llc | Southborough | MA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-07 |
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