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Patrick Thomas Raynor

Creative Planning Institutional Advisors, LLC

Omaha, NE

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2017-10-20
  • NE RA
    APPROVED
    Since 2017-10-20

Branch Locations

15808 West Dodge Rd. Suite 200A, Omaha, NE 68118 • 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 Institutional Advisors, Llc Newport Beach CA 07/2017 Present
First Data Corporation Omaha NE 08/2016 07/2017
Designations

View on SEC IAPD

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