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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | MOUNT DORA, FL
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 | Jan 5, 2018 | n/a | yes | MOUNT DORA, FL|OVERLAND PARK, KS | Current employment |
| WATER OAK ADVISORS, LLC | Former SEC adviser | Oct 1, 2013 | Oct 18, 2017 | no | WINTER PARK, FL | Previous registration |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Feb 25, 2011 | Aug 7, 2013 | no | LOS ANGELES, CA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | May 24, 2006 | Jan 11, 2011 | no | OMAHA, NE | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 2, 2004 | Jan 11, 2011 | no | Omaha, NE|Omaha, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WATER OAK ADVISORS, LLC | CREATIVE PLANNING | Oct 18, 2017 | Jan 5, 2018 | 79 | Firm change | Other |
| CHURCHILL MANAGEMENT GROUP | WATER OAK ADVISORS, LLC | Aug 7, 2013 | Oct 1, 2013 | 55 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | CHURCHILL MANAGEMENT GROUP | Jan 11, 2011 | Feb 25, 2011 | 45 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jan 11, 2011 | May 24, 2006 | -1,693 | Channel change | Other |