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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
New Market, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust Company | Bethesda | MD | 08/2020 | 05/2024 |
| Chevy Chase Trust Company | Bethesda | MD | 05/2024 | 01/2026 |
| Chevy Chase Trust Company | Bethesda | MD | 06/2014 | 07/2020 |
| Creative Planning, Llc | Overland Park | KS | 01/2026 | Present |
Rental property; Investment related; 23 Rye Court, Gaithersburg, MD 20878; Rental property; Owner; Start 9/2024; 1 hour/month; 0 hour/month during securities trading hours; Duties - Owner - my husband and I have a property management company that deals with the day to day management.
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