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Inactive

Jacob Christopher Apodaca

Creative Planning

San Diego,, CA

Overland Park, KS

San Diego, CA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-30
  • CA RA
    APPROVED
    Since 2024-09-30

Branch Locations

San Diego,, CA • United States

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

3111 Camino Del Rio North Suite 300, San Diego, CA 92108 • 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, Llc La Mesa CA 05/2022 09/2023
Robert Half La Mesa CA 12/2021 05/2022
Poly English Language Center H? Chí Minh 02/2021 10/2021
Ila Vietnam H? Chí Minh 07/2018 12/2020
Specialize Vehicle Company Spring Valley CA 08/2017 06/2018
Ucla Westwood CA 09/2015 06/2017
Creative Planning, Llc La Mesa CA 09/2023 Present
  • 05/2022 → 09/2023
    Creative Planning, Llc
    La Mesa, CA
  • 12/2021 → 05/2022
    Robert Half
    La Mesa, CA
  • 02/2021 → 10/2021
    Poly English Language Center
    H? Chí Minh
  • 07/2018 → 12/2020
    Ila Vietnam
    H? Chí Minh
  • 08/2017 → 06/2018
    Specialize Vehicle Company
    Spring Valley, CA
  • 09/2015 → 06/2017
    Ucla
    Westwood, CA
  • 09/2023 → Present
    Creative Planning, Llc
    La Mesa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30

View on SEC IAPD

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JOHN J KANG
PETER CONRAD LAUER
DANIEL EVAN DAVIS
ERNEST JOSEPH TALARICO
EVAGGELIA THEMIS HATZIMANOLIS
AMY BETH SHARPE-VERDUGO
MICHAEL SCOTT MOLESKI
JASON ROBERT PRESTON

Other Offices

SAGEVIEW ADVISORY GROUP, LLC · OVERLAND PARK, KS
ONE ADVISORY PARTNERS, LLC · OVERLAND PARK, KS
SANDERS BOOZE CAPITAL ADVISORS, LLC · OVERLAND PARK, KS
INDEX WEALTH ADVISORS, LLC · OVERLAND PARK, KS
CROSSROADS CAPITAL, LLC · OVERLAND PARK, KS
PFS INVESTMENTS INC. · OVERLAND PARK, KS
LPL FINANCIAL LLC · OVERLAND PARK, KS
PFS INVESTMENTS INC. · OVERLAND PARK, KS

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