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Reading the graph
Advisor at CREATIVE PLANNING
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 | Jan 14, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Bd affiliated wealth | Sep 14, 2020 | Jan 21, 2025 | no | KANSAS CITY, MO|Kansas City, MO|LEAWOOD, KS|KANSAS CITY, MO|KANSAS CITY, MO|KANSAS CITY, MO|Kearney, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | CREATIVE PLANNING | Jan 21, 2025 | Jan 14, 2025 | -7 | Firm change | Ibd to RIA |