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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
14850 N. Scottsdale Rd, Suite 280, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2016 | 08/2022 |
| Morgan Stanley | Tempe | AZ | 09/2022 | 09/2025 |
| Creative Planning, Llc | Overland Park | KS | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-02 |
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