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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-03-31
VA RA APPROVED 2021-04-19
  • MO RA
    APPROVED
    Since 2026-03-31
  • VA RA
    APPROVED
    Since 2021-04-19

Branch Locations

Kansas City, MO • 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
Sbsb Financial Advisors Mclean VA 07/2019 04/2021
Unemployed Centreville VA 05/2019 07/2019
Virginia Tech Blacksburg VA 09/2018 05/2019
Fjy Financial Reston VA 05/2018 09/2018
Virginia Tech Blacksburg VA 01/2018 05/2018
Northewestern Mutual Fairfax VA 05/2017 01/2018
Virginia Tech Blacksburg VA 09/2016 05/2017
Creative Planning, Llc. Overland Park KS 04/2021 Present
  • 07/2019 → 04/2021
    Sbsb Financial Advisors
    Mclean, VA
  • 05/2019 → 07/2019
    Unemployed
    Centreville, VA
  • 09/2018 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 05/2018 → 09/2018
    Fjy Financial
    Reston, VA
  • 01/2018 → 05/2018
    Virginia Tech
    Blacksburg, VA
  • 05/2017 → 01/2018
    Northewestern Mutual
    Fairfax, VA
  • 09/2016 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 04/2021 → Present
    Creative Planning, Llc.
    Overland Park, KS
Previous Registrations
  • 2021-03-02 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
Designations

View on SEC IAPD

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