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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-04-27
  • TX RA
    APPROVED
    Since 2012-04-27

Branch Locations

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

North Richland Hills, TX • 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 Overland Park KS 03/2012 Present
Other Businesses

JRP REALTY, LLC, NORTH RICHLAND HILLS, TX - NOT INVESTMENT RELATED. POSITION: OWNER, RENTAL PROPERTY. START DATE: JUNE 2017. APPROXIMATE 1 HR PER MONTH, NONE DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-09
S63 Uniform Securities Agent State Law Examination 1999-08-11
  • S65 Uniform Investment Adviser Law Examination
    2012-04-09
  • S63 Uniform Securities Agent State Law Examination
    1999-08-11

View on SEC IAPD

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