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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-20 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 01/2025 | Present |
| Chick Fil A | Lee's Summit | MO | 03/2024 | 12/2024 |
| Chick Fil A | Overland Park | KS | 08/2023 | 03/2024 |
| Saint Luke's East Hospital | Lee's Summit | MO | 08/2022 | 08/2023 |
| Moore Mowing Co | Lee's Summit | MO | 05/2014 | Present |
| Camp Eagle Summit | Lee's Summit | MO | 05/2019 | 09/2019 |
Moore Mowing Co; Not investment-related; Lee's Summit, MO; Mowing and landscaping services; Co-owner; Start 8/2018; 50 hours/month (seasonal); 0 hours/month during trading hours; Mowing and landscaping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-20 |
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