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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-12 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mesirow Financial, Inc. | Chicago | IL | 10/1998 | 09/2023 |
| Creative Planning, Llc | Chicago | IL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-23 |
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