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Advisor at CREATIVE PLANNING
Voorhees, NJ | 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 1, 2026 | n/a | yes | Voorhees, NJ|OVERLAND PARK, KS | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Mar 28, 2016 | Apr 20, 2016 | no | Radnor, PA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 15, 2013 | Mar 24, 2016 | no | Philadelphia, PA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | May 9, 2012 | Jul 25, 2013 | no | PHILADELPHIA, PA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | May 9, 2012 | Jul 25, 2013 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | CREATIVE PLANNING | Apr 20, 2016 | Jan 1, 2026 | 3,543 | Firm change after gap | Other |
| ADVICE AND PLANNING SERVICES | MERCER GLOBAL ADVISORS INC. | Mar 24, 2016 | Mar 28, 2016 | 4 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | ADVICE AND PLANNING SERVICES | Jul 25, 2013 | Aug 15, 2013 | 21 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jul 25, 2013 | May 9, 2012 | -442 | Channel change | Other |