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Advisor at CREATIVE PLANNING
Phoenix, AZ | 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 | Feb 14, 2022 | n/a | yes | Phoenix, AZ|OVERLAND PARK, KS | Current employment |
| HATTON CONSULTING, INC. | Former SEC adviser | Jul 3, 2002 | Jan 3, 2022 | no | PHOENIX, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HATTON CONSULTING, INC. | CREATIVE PLANNING | Jan 3, 2022 | Feb 14, 2022 | 42 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115585:105348:AZ:2022-01-03 | Jan 3, 2022 | Feb 14, 2022 | PHOENIX, AZ | Firm change |