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Advisor at CREATIVE PLANNING
Prairie Village, KS | 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 | Oct 27, 2009 | n/a | yes | Prairie Village, KS|OVERLAND PARK, KS | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Jan 19, 2010 | no | LEAWOOD, KS | Previous registration |
| WATERSTONE FINANCIAL GROUP, INC. | n/a | Feb 12, 2009 | Sep 8, 2009 | no | LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CREATIVE PLANNING | Jan 19, 2010 | Oct 27, 2009 | -84 | Firm change after gap | Other |
| WATERSTONE FINANCIAL GROUP, INC. | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Bulk transfer | Other |