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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-04-23
  • KS RA
    APPROVED
    Since 2018-04-23

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • United States

Lenexa, KS • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 12/2016 Present
Sterneck Capital Management Kansas City MO 09/2012 12/2016
  • 12/2016 → Present
    Overland Park, KS
  • 09/2012 → 12/2016
    Sterneck Capital Management
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-23
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23

View on SEC IAPD

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