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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Columbus, OH
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 | Sep 26, 2016 | n/a | yes | OVERLAND PARK, KS|Columbus, OH | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Aug 14, 2013 | Apr 26, 2016 | no | COLUMBUS, OH | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Aug 14, 2013 | Apr 26, 2016 | no | COLUMBUS, OH | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Dec 9, 2010 | Jul 22, 2011 | no | GILBERT, AZ|GILBERT, AZ|GILBERT, AZ|GILBERT, AZ|TEMPE, AZ|MESA, AZ|MESA, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Feb 19, 2009 | Nov 24, 2010 | no | QUEEN CREEK, AZ|ST LOUIS, MO|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | CREATIVE PLANNING | Apr 26, 2016 | Sep 26, 2016 | 153 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Apr 26, 2016 | Aug 14, 2013 | -986 | Channel change | Other |
| CHASE INVESTMENT SERVICES CORP. | TD AMERITRADE, INC. | Jul 22, 2011 | Aug 14, 2013 | 754 | Firm change after gap | Other |
| EDWARD JONES | CHASE INVESTMENT SERVICES CORP. | Nov 24, 2010 | Dec 9, 2010 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7870:111514:OH:2016-04-26 | Apr 26, 2016 | Aug 14, 2013 | COLUMBUS, OH | Firm change after gap |