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Advisor at CREATIVE PLANNING
Atlanta, GA | OVERLAND PARK, KS | Morris, AL
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 | May 9, 2023 | n/a | yes | Atlanta, GA|Morris, AL|OVERLAND PARK, KS | Current employment |
| TELARRAY, LLC | Former SEC adviser | Oct 6, 2020 | Mar 9, 2023 | no | Memphis, TN | Previous registration |
| ADDITIVE ADVISORY PBC | Asset manager | Jun 23, 2016 | Sep 24, 2020 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TELARRAY, LLC | CREATIVE PLANNING | Mar 9, 2023 | May 9, 2023 | 61 | Firm change | RIA to RIA |
| ADDITIVE ADVISORY PBC | TELARRAY, LLC | Sep 24, 2020 | Oct 6, 2020 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135391:105348:TN:2023-03-09 | Mar 9, 2023 | May 9, 2023 | MEMPHIS, TN | Firm change |