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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-21 |
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 |
|---|---|---|---|---|
| Chick-Fil-A | Overland Park | KS | 04/2020 | 12/2020 |
| Indian Hills Country Club | Kansas City | MO | 01/2021 | 02/2022 |
| Jose Peppers | Overland Park | KS | 03/2022 | 03/2023 |
| Iron Horse Bar & Grill | Leawood | KS | 04/2023 | 03/2024 |
| Senior Benefit Services | Blue Springs | MO | 05/2024 | 03/2025 |
| American Century Investments | Kansas City | MO | 05/2025 | 08/2025 |
| Zips Car Wash | Fayetteville | AR | 09/2025 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Unemployed | Overland Park | KS | 05/2016 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
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