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Advisor at CREATIVE PLANNING
Bradenton, FL | OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | Independent wealth | May 2, 2017 | n/a | yes | OVERLAND PARK, KS|Bradenton, FL | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Oct 8, 2013 | Apr 13, 2017 | no | BRADENTON, FL | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Sep 18, 2006 | Feb 21, 2012 | no | Sarasota, FL|Alpharetta, GA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Sep 14, 2006 | Feb 21, 2012 | no | SARASOTA, FL|ROSEWELL, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 4, 2005 | Apr 1, 2006 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | CREATIVE PLANNING | Apr 13, 2017 | May 2, 2017 | 19 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Feb 21, 2012 | Sep 18, 2006 | -1,982 | Channel change | Other |
| TD AMERITRADE, INC. | CHURCHILL MANAGEMENT GROUP | Feb 21, 2012 | Oct 8, 2013 | 595 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Apr 1, 2006 | Sep 14, 2006 | 166 | Firm change | Other |