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Reading the graph
Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Rancho Mission Viejo, CA | Irvine, CA
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 10, 2017 | n/a | yes | OVERLAND PARK, KS|Rancho Mission Viejo, CA|Irvine, CA | Current employment |
| LIGHTHOUSE FINANCIAL SERVICES INC | Independent wealth | Sep 22, 2015 | Dec 23, 2015 | no | BREA, CA | Previous registration |
| CHECK CAPITAL MANAGEMENT INC | Independent wealth | Mar 2, 2015 | Sep 14, 2015 | no | COSTA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL SERVICES INC | CREATIVE PLANNING | Dec 23, 2015 | Jan 10, 2017 | 384 | Firm change | Other |
| CHECK CAPITAL MANAGEMENT INC | LIGHTHOUSE FINANCIAL SERVICES INC | Sep 14, 2015 | Sep 22, 2015 | 8 | Firm change | Other |