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Advisor at CREATIVE PLANNING
Hanover, MA | 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 | Sep 9, 2026 | n/a | yes | Hanover, MA|OVERLAND PARK, KS | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Dec 20, 2018 | Jun 3, 2026 | no | Hanover, MA|Hingham, MA|GREENWOOD VILLAGE, CO|Pembroke, MA | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 29, 2013 | Jul 30, 2018 | no | DUXBURY, MA|GREENWOOD VILLAGE, CO|WALTHAM, MA|HINGHAM, MA | Previous registration |
| CONDON WEALTH MANAGEMENT, INC. | Independent wealth | Mar 15, 2012 | Jan 4, 2013 | no | PLYMOUTH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | CREATIVE PLANNING | Jun 3, 2026 | Sep 9, 2026 | 98 | Firm change | Ibd to RIA |
| CONDON WEALTH MANAGEMENT, INC. | EMPOWER ADVISORY GROUP, LLC | Jan 4, 2013 | Apr 29, 2013 | 115 | Firm change | Other |