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Advisor at CREATIVE PLANNING
Valencia, PA | 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 | Sep 6, 2023 | n/a | yes | Valencia, PA|OVERLAND PARK, KS | Current employment |
| KISTLER-TIFFANY ADVISORS | Former SEC adviser | Mar 7, 2023 | Sep 29, 2023 | no | BERWYN, PA|VALENCIA, PA | Previous registration |
| KISTLER-TIFFANY ADVISORS | Former SEC adviser | Dec 6, 2022 | Jan 18, 2023 | no | BERWYN, PA | Previous registration |
| ALTAIR MANAGEMENT PARTNERS, INC. | Former SEC adviser | Oct 1, 1997 | Dec 31, 2022 | no | WEXFORD, PA|PITTSBURGH, PA|WEXFORD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KISTLER-TIFFANY ADVISORS | CREATIVE PLANNING | Sep 29, 2023 | Sep 6, 2023 | -23 | Firm change | RIA to RIA |
| ALTAIR MANAGEMENT PARTNERS, INC. | KISTLER-TIFFANY ADVISORS | Dec 31, 2022 | Dec 6, 2022 | -25 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145256:105348:PA:2023-09-29 | Sep 29, 2023 | Sep 6, 2023 | VALENCIA, PA | Firm change |