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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 | Dec 11, 2018 | n/a | yes | OVERLAND PARK, KS | Current employment |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Nov 26, 2002 | Dec 31, 2012 | no | KANSAS CITY, MO|LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ADVISORY SERVICES, INC. | CREATIVE PLANNING | Dec 31, 2012 | Dec 11, 2018 | 2,171 | Firm change after gap | Other |