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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-11 |
Branch Locations
1661 International Drive, Suite 202, Memphis, TN 38120 • 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 |
|---|---|---|---|---|
| Creative Planning Llc | Overland Park | KS | 03/2023 | Present |
| Telarray | Memphis | TN | 08/2022 | 02/2023 |
| Hilton Worldwide | Memphis | TN | 01/2020 | 06/2020 |
| Aerie | Memphis | TN | 10/2019 | 01/2020 |
| Smoothie King | Memphis | TN | 01/2018 | 10/2019 |
| University Of Memphis | Memphis | TN | 08/2017 | 11/2020 |
| Gibson County High School | Dyer | TN | 08/2013 | 05/2017 |
| Unemployed | Memphis | TN | 05/2017 | 08/2017 |
| Unemployed | Memphis | TN | 11/2020 | 08/2022 |
| Unemployed | Memphis | TN | 06/2020 | 11/2020 |
Name of Other Business: Saddle Oak Barn at Hall Place (wedding venue) Investment-related? No Address of Other Business: 3 Raymond Baker Rd Yorkville, TN 38389 Nature of Other Business: Wedding and Event Venue Position/Title/Relationship: Social Media Manager/Event Coordinator Start Date of Relationship: 01/2023 Number of Hours Devoted to Business per Month: 6 Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: keep up with social media accounts, help coordinate events and weddings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-10 |
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