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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| NJ | RA | APPROVED | 2021-01-13 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Cranbury, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hibernian Financial Planning, Llc | Princeton Junction | NJ | 09/2017 | 10/2020 |
| Global Family Advisers, Llc | Princeton Junction | NJ | 01/2016 | 10/2020 |
| New York University | New York | NY | 09/2011 | Present |
| Creative Planning, Inc. | Madison | WI | 10/2020 | Present |
New Jersey Society of Enrolled Agents; Mercerville, New Jersey; not investment related; Director; started July 2020; 5 hours per month/0 hours during trading. New York University; New York; Teacher of Business courses; not investment related; started Sept. 2011; 5 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-14 |
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