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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Vero Beach, FL
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 | Mar 22, 2021 | n/a | yes | OVERLAND PARK, KS|Vero Beach, FL | Current employment |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Jan 27, 2010 | Oct 8, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUEWEALTH MANAGEMENT | CREATIVE PLANNING | Oct 8, 2020 | Mar 22, 2021 | 165 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111055:105348:GA:2020-10-08 | Oct 8, 2020 | Mar 22, 2021 | ATLANTA, GA | Firm change |