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Advisor at CREATIVE PLANNING
Atlanta, GA | 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 | Oct 28, 2020 | n/a | yes | Atlanta, GA|OVERLAND PARK, KS | Current employment |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Jul 15, 2013 | Oct 8, 2020 | no | ATLANTA, GA | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Mar 25, 2009 | Apr 3, 2012 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| STANFORD GROUP COMPANY | n/a | Jul 22, 2008 | Mar 18, 2009 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUEWEALTH MANAGEMENT | CREATIVE PLANNING | Oct 8, 2020 | Oct 28, 2020 | 20 | Firm change | RIA to RIA |
| OPPENHEIMER & CO. INC. | TRUEWEALTH MANAGEMENT | Apr 3, 2012 | Jul 15, 2013 | 468 | Firm change after gap | Other |
| STANFORD GROUP COMPANY | OPPENHEIMER & CO. INC. | Mar 18, 2009 | Mar 25, 2009 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111055:105348:GA:2020-10-08 | Oct 8, 2020 | Oct 28, 2020 | ATLANTA, GA | Firm change |