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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-29 |
| KS | RA | APPROVED | 2019-01-07 |
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 |
|---|---|---|---|---|
| Waddell & Reed | Overland Park | KS | 10/2016 | 07/2018 |
| Hamill Rentals | Lawrence | KS | 10/2015 | 10/2016 |
| Creative Planning | Overland Park | KS | 07/2018 | Present |
Uber; Kansas City, MO; Not Investment related; Position-Driver; Start 9/4/20; 30 hours per month with 0 hours during trading; Lyft; Kansas City, MO; Not Investment related; Position-Driver; Start 7/24/23; 10 hours per month with 0 hours during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-07 |
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