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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | San Jose, CA
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 | Apr 13, 2026 | n/a | yes | OVERLAND PARK, KS|San Jose, CA | Current employment |
| STANSBERRY ASSET MANAGEMENT, LLC | Independent wealth | Oct 3, 2022 | Apr 27, 2026 | no | San Francisco, CA|WESTLAKE, TX | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 1, 2011 | Jun 19, 2012 | no | ARLINGTON, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 3, 2010 | Nov 23, 2010 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STANSBERRY ASSET MANAGEMENT, LLC | CREATIVE PLANNING | Apr 27, 2026 | Apr 13, 2026 | -14 | Firm change | RIA to RIA |
| E*TRADE CAPITAL MANAGEMENT, LLC | STANSBERRY ASSET MANAGEMENT, LLC | Jun 19, 2012 | Oct 3, 2022 | 3,758 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | E*TRADE CAPITAL MANAGEMENT, LLC | Nov 23, 2010 | Mar 1, 2011 | 98 | Firm change | Other |