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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3101 Bee Caves Road, Suite 310, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Strategies, Llc | Austin | TX | 06/2016 | 07/2018 |
| Unemployed | Austin | TX | 07/2018 | 10/2018 |
| Mission Hill Advisors Llc | Austin | TX | 10/2018 | 12/2018 |
| Cpwm, Llc | Seattle | WA | 01/2019 | 01/2020 |
| Ml&R Wealth Management Llc | Austin | TX | 02/2020 | 03/2024 |
| Creative Planning, Llc | Austin | TX | 04/2024 | Present |
Rental property; investment-related; 2016 Goodrich Ave, Unit 2B, Austin, TX 78704; Rental home; Property owner and landlord; Start 11/25/2024; 0 hours / month; 0 hours / month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
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