Best Investors Account Sign in
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-02
CO RA APPROVED 2018-06-18
  • CA RA
    APPROVED
    Since 2024-01-02
  • CO RA
    APPROVED
    Since 2018-06-18

Branch Locations

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

1331 North California Blvd Suite 110, Walnut Creek, CA 94596 • United States

Walnut Creek, CA • 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
Adam Financial Associates, Inc. Boca Raton FL 12/2016 06/2018
Adam Financial Associates, Inc. Boca Raton FL 09/2015 12/2016
Creative Planning Overland Park KS 06/2018 Present
  • 12/2016 → 06/2018
    Adam Financial Associates, Inc.
    Boca Raton, FL
  • 09/2015 → 12/2016
    Adam Financial Associates, Inc.
    Boca Raton, FL
  • 06/2018 → Present
    Overland Park, KS
Previous Registrations
  • 2017-02-08 → 2017-07-13
    Adam Financial Associates Inc
    Boca Raton, FL
Other Businesses

BEAUTY & THE BUMP, INC.: 9688 SAVANNAH ESTATES DRIVE, LAKE WORTH, FLORIDA 33467, FOUNDER OF CORPORATION, NON INVESTMENT-RELATED, INACTIVE BUSINESS, STARTED 04/2013, ZERO HOURS DEVOTED DURING THE MONTH AND ZERO HOURS DEVOTED DURING TRADING HOURS, THIS IS A BUSINESS STARTED IN COLLEGE AND HAS NOT BEEN SHUT DOWN, NOTHING IS DONE FOR OR WITH THIS ENTITY, IT JUST SITS REGISTERED AND UNTOUCHED. allSZN Apparel, LLC; Denver, CO; not investment related; On-line apparel company; Founder 50% owner; start date 9/19/20; 0 hours devoted to business.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor