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Advisor at CREATIVE PLANNING
Berwyn, 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 19, 2023 | n/a | yes | Berwyn, PA|OVERLAND PARK, KS | Current employment |
| KISTLER-TIFFANY ADVISORS | Former SEC adviser | Dec 13, 2007 | Sep 29, 2023 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KISTLER-TIFFANY ADVISORS | CREATIVE PLANNING | Sep 29, 2023 | Sep 19, 2023 | -10 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145256:105348:PA:2023-09-29 | Sep 29, 2023 | Sep 19, 2023 | BERWYN, PA | Firm change |