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Advisor at CREATIVE PLANNING
Blue Springs, MO | 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 | Apr 20, 2022 | n/a | yes | Blue Springs, MO|OVERLAND PARK, KS | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | May 28, 2021 | Apr 12, 2022 | no | GREENWOOD VILLAGE, CO|WINDER, GA|Shawnee, KS|Kansas City, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | CREATIVE PLANNING | Apr 12, 2022 | Apr 20, 2022 | 8 | Firm change | Ibd to RIA |