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Advisor at CREATIVE PLANNING
Frisco, TX | 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 19, 2021 | n/a | yes | OVERLAND PARK, KS|Frisco, TX | Current employment |
| LOCKTON INVESTMENT ADVISORS, LLC | No RAUM reported | Apr 15, 2019 | Dec 31, 2021 | no | Dallas, TX|OVERLAND PARK, KS | Previous registration |
| IFRAH FINANCIAL SERVICES, INC. | Independent wealth | May 31, 2010 | Apr 2, 2019 | no | LITTLE ROCK, AR|Frisco, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | CREATIVE PLANNING | Dec 31, 2021 | Dec 19, 2021 | -12 | Bulk transfer | Other |
| IFRAH FINANCIAL SERVICES, INC. | LOCKTON INVESTMENT ADVISORS, LLC | Apr 2, 2019 | Apr 15, 2019 | 13 | Firm change | Other |