MALLOUK PETER ALEX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MALLOUK PETER ALEX appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CREATIVE PLANNING, LLC | PRESIDENT & CO-CIO | OVERLAND PARK, KS |
| — | Form ADV | PLANCORP, LLC | BOARD MEMBER | SAINT LOUIS, MO |
| — | Form ADV | UNITED CAPITAL FINANCIAL ADVISORS, LLC | TRUSTEE | IRVING, TX |
| — | Form ADV | WEALTH MANAGEMENT CONSULTANTS, LLC | MANAGING MEMBER | OVERLAND PARK, KS |
| — | Form ADV | CREATIVE PLANNING ADVISOR SERVICES, LLC | MANAGING MEMBER AND PRESIDENT | LEAWOOD, KS |
| — | Form ADV | NEXTEDGE, LLC | MANAGING MEMBER | OVERLAND PARK, KS |