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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
33 W. Court Street, Doylestown, PA 18901 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2017 | 01/2022 |
| Pennsylvania State University | University Park | PA | 08/2013 | 05/2017 |
| Gb Logistics | Phildelphia | PA | 11/2020 | 12/2021 |
| The Marshall Financial Group, Inc | Doylestown | PA | 01/2022 | 11/2025 |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | Present |
Self-Proprietor Thomas McGraw; Non-Investment Related; various locations; entertainment; DJ; 01/01/2024; 8 hours/month, 0 hours during securities trading hours; resident DJ at restaurants and clubs in Philadelphia.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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