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Anita Carr

Core Planning

Ofallon, MO

Rockville, MD

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-05
  • MD RA
    APPROVED
    Since 2026-05-05

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Rockville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sabbatical Rockville MD 07/2024 Present
Fei Systems Columbia MD 02/2020 07/2024
Equinox New York NY 08/2017 02/2020
Motionsoft Rockville MD 08/2014 08/2017
Core Planning, Llc Ofallon MO 04/2026 Present
  • 07/2024 → Present
    Sabbatical
    Rockville, MD
  • 02/2020 → 07/2024
    Fei Systems
    Columbia, MD
  • 08/2017 → 02/2020
    Equinox
    New York, NY
  • 08/2014 → 08/2017
    Motionsoft
    Rockville, MD
  • 04/2026 → Present
    Core Planning, Llc
    Ofallon, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
Other Names
  • Anita Maier
  • Anita Szoke

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

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