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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
Ellicott City, MD • United States
10440 Little Patuxent Pkwy #100, Columbia, MD 21044 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbia | MD | 11/2012 | 11/2023 |
| Private Advisor Group, Llc | Columbia | MD | 11/2012 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 04/2026 | Present |
St. John's Episcopal Church; not investment related; Ellicott City, MD; Member of investment committee; start 4/2026; 1 hour / month; 0 hours / month during securities trading hours; provide limited education only. Accounts are managed by a Baltimore-based RIA .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-31 |
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