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Advisor at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
NEWPORT BEACH, CA | 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 INSTITUTIONAL ADVISORS, LLC | Institutional manager | Mar 15, 2024 | n/a | yes | OVERLAND PARK, KS|NEWPORT BEACH, CA | Current employment |
| Mariner | Bd affiliated wealth | Jun 28, 2018 | Mar 4, 2024 | no | OVERLAND PARK, KS | Previous registration |
| MARINER RETIREMENT ADVISORS, LLC | Former SEC adviser | Jun 15, 2017 | Jul 3, 2018 | no | LEAWOOD, KS | Previous registration |
| COGNIOS CAPITAL, LLC | Former SEC adviser | Apr 26, 2016 | May 30, 2017 | no | LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Mariner | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Mar 4, 2024 | Mar 15, 2024 | 11 | Firm change | Other |
| MARINER RETIREMENT ADVISORS, LLC | Mariner | Jul 3, 2018 | Jun 28, 2018 | -5 | Firm change | Other |
| COGNIOS CAPITAL, LLC | MARINER RETIREMENT ADVISORS, LLC | May 30, 2017 | Jun 15, 2017 | 16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172372:140195:KS:2018-07-03 | Jul 3, 2018 | Jun 28, 2018 | LEAWOOD, KS | Firm change |