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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-09 |
Branch Locations
Delray Beach, FL • United States
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 |
|---|---|---|---|---|
| Tiaa | Boca Raton | FL | 11/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 11/2015 | 11/2020 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 01/2021 | 09/2023 |
| Goldman Sachs & Co Llc | New York | NY | 01/2021 | 09/2023 |
| Lido Advisors, Llc | Boca Raton | FL | 09/2023 | 10/2025 |
| Creative Planning, Llc | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-28 |
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