ANNA PATRICIA DUARTE is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2021-12-20 | present | Yes |
| LOCKTON INVESTMENT ADVISORS, LLC | 2018-09-07 | 2021-12-31 | — |
| WEALTHPLAN ADVISORS, LLC | 2014-08-21 | 2019-01-23 | — |
| PRINCIPAL SECURITIES, INC. | 2006-12-19 | 2014-06-05 | — |