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Inactive

Kayla Isabella Fusaro

Creative Planning

Overland Park, KS

Berwyn, PA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-05
  • PA RA
    APPROVED
    Since 2024-12-05

Branch Locations

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

200 Berwyn Park, 920 Cassatt Road Suite 205, Berwyn, PA 19312 • 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
Equitable Advisors, Llc Bala Cynwyd PA 06/2024 06/2024
Homegrown Hospitality Group Columbia SC 01/2022 05/2024
Bar Avalon West Chester PA 06/2022 08/2023
Greystone Oyster Bar West Chester PA 04/2021 12/2021
Mercato Restaurant And Bar West Chester PA 06/2020 05/2021
Arbour Square Senior Living West Chester PA 01/2019 03/2020
Rita's Italian Ice West Chester PA 07/2017 11/2018
University Of South Carolina Columbia SC 08/2020 05/2024
Unemployed West Chester PA 05/2014 06/2017
Unemployed West Chester PA 04/2020 05/2020
Unemployed West Chester PA 12/2018 01/2019
Creative Planning, Llc Overland Park KS 08/2024 Present
  • 06/2024 → 06/2024
    Equitable Advisors, Llc
    Bala Cynwyd, PA
  • 01/2022 → 05/2024
    Homegrown Hospitality Group
    Columbia, SC
  • 06/2022 → 08/2023
    Bar Avalon
    West Chester, PA
  • 04/2021 → 12/2021
    Greystone Oyster Bar
    West Chester, PA
  • 06/2020 → 05/2021
    Mercato Restaurant And Bar
    West Chester, PA
  • 01/2019 → 03/2020
    Arbour Square Senior Living
    West Chester, PA
  • 07/2017 → 11/2018
    Rita's Italian Ice
    West Chester, PA
  • 08/2020 → 05/2024
    University Of South Carolina
    Columbia, SC
  • 05/2014 → 06/2017
    Unemployed
    West Chester, PA
  • 04/2020 → 05/2020
    Unemployed
    West Chester, PA
  • 12/2018 → 01/2019
    Unemployed
    West Chester, PA
  • 08/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05
Other Names
  • Kayla Fusaro

View on SEC IAPD

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