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Advisor at CREATIVE PLANNING
Oak Brook, IL | 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 | Dec 3, 2019 | n/a | yes | OVERLAND PARK, KS|Oak Brook, IL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 7, 2013 | Oct 16, 2015 | no | CHAMPAIGN, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CREATIVE PLANNING | Oct 16, 2015 | Dec 3, 2019 | 1,509 | Firm change after gap | Other |