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Advisor at CREATIVE PLANNING
Phoenix, AZ | 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 | Feb 4, 2022 | n/a | yes | OVERLAND PARK, KS|Phoenix, AZ | Current employment |
| HATTON CONSULTING, INC. | Former SEC adviser | Mar 24, 2010 | Jan 3, 2022 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HATTON CONSULTING, INC. | CREATIVE PLANNING | Jan 3, 2022 | Feb 4, 2022 | 32 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115585:105348:AZ:2022-01-03 | Jan 3, 2022 | Feb 4, 2022 | PHOENIX, AZ | Firm change |