DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVE PLANNING
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | Independent wealth | Apr 19, 2017 | n/a | yes | OVERLAND PARK, KS | Current employment |
| CHRISTIAN WEALTH SERVICES LLC | n/a | Jan 11, 2017 | Dec 31, 2017 | no | Lees Summit, MO | Previous registration |
| GREENLEAF FINANCIAL NETWORK, LLC | Independent wealth | Nov 4, 2016 | Mar 14, 2017 | no | LEAWOOD, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Feb 7, 2003 | Oct 14, 2016 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| THE MASTERS, INC. | n/a | Dec 1, 1999 | Feb 7, 2003 | no | OVERLAND PK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHRISTIAN WEALTH SERVICES LLC | CREATIVE PLANNING | Dec 31, 2017 | Apr 19, 2017 | -256 | Firm change after gap | Other |
| GREENLEAF FINANCIAL NETWORK, LLC | CHRISTIAN WEALTH SERVICES LLC | Mar 14, 2017 | Jan 11, 2017 | -62 | Firm change after gap | Other |
| VSR ADVISORY SERVICES | GREENLEAF FINANCIAL NETWORK, LLC | Oct 14, 2016 | Nov 4, 2016 | 21 | Firm change | Other |
| THE MASTERS, INC. | VSR ADVISORY SERVICES | Feb 7, 2003 | Feb 7, 2003 | 0 | Bulk transfer | Other |