Gary Michael Stevens

Current Employers

Employment History

• 02/2010 → 01/2017
  T. Rowe Price Investment Services, Inc.
  Owings Mills, MD
• 01/2017 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 01/2017 → 03/2017
  Bank Of America, N.A.
  Baltimore, MD
• 04/2017 → 12/2021
  Lockton Companies, Llc
  Washington, DC
• 04/2017 → 12/2021
  Lockton Financial Advisors, Llc
  Washington, DC
• 04/2017 → 12/2021
  Lockton Investment Advisors
  Washington, DC
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2017-04-19 → 2021-12-17
  Lockton Investment Advisors, Llc
  Washington, DC
  Overland Park, KS
• 2017-01-31 → 2017-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
  Columbia, MD
  Baltimore, MD
  Columbia, MD
  Baltimore, MD
• 2016-12-12 → 2017-01-19
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2012-11-01 → 2014-12-31
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2010-09-24 → 2012-11-01
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2004-03-02 → 2004-08-06
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2010-09-10
• S63 Uniform Securities Agent State Law Examination
  2001-06-20

Designations

Other Names

• Gary Michael Stevens
• Gary Michael Stevens
• Gary Stevens