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Advisor at CREATIVE PLANNING
Middletown, CT | 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 15, 2022 | n/a | yes | Middletown, CT|OVERLAND PARK, KS | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 27, 2022 | Dec 15, 2022 | no | GREENWOOD VILLAGE, CO|Hartford, CT | Previous registration |
| GLOBAL PORTFOLIO STRATEGIES, INC. | Former SEC adviser | Nov 13, 2007 | Oct 26, 2021 | no | HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | CREATIVE PLANNING | Dec 15, 2022 | Dec 15, 2022 | 0 | Firm change | Ibd to RIA |
| GLOBAL PORTFOLIO STRATEGIES, INC. | EMPOWER ADVISORY GROUP, LLC | Oct 26, 2021 | Apr 27, 2022 | 183 | Firm change | Other |