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Advisor at CREATIVE PLANNING
Atlanta, GA | 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 29, 2020 | n/a | yes | OVERLAND PARK, KS|Atlanta, GA | Current employment |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Dec 16, 2015 | Oct 8, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUEWEALTH MANAGEMENT | CREATIVE PLANNING | Oct 8, 2020 | Oct 29, 2020 | 21 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111055:105348:GA:2020-10-08 | Oct 8, 2020 | Oct 29, 2020 | ATLANTA, GA | Firm change |