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Advisor at CREATIVE PLANNING
MCLEAN, VA | 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 | Apr 20, 2021 | n/a | yes | MCLEAN, VA|OVERLAND PARK, KS | Current employment |
| SBSB FINANCIAL ADVISORS | Former SEC adviser | Jan 16, 2002 | Apr 13, 2021 | no | MCLEAN, VA|MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SBSB FINANCIAL ADVISORS | CREATIVE PLANNING | Apr 13, 2021 | Apr 20, 2021 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109732:105348:VA:2021-04-13 | Apr 13, 2021 | Apr 20, 2021 | MCLEAN, VA | Firm change |