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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-01
  • PA RA
    APPROVED
    Since 2025-12-01

Branch Locations

33 W. Court Street, Doylestown, PA 18901 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Collegeville, PA • 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
Golds Gym San Antonio TX 05/2018 06/2019
Full Time Student Philadelphia PA 08/2018 12/2021
Lulu Country Club Glenside PA 07/2019 01/2020
Marshall Financial Group, Inc. Doylestown PA 12/2021 11/2025
Military Fpo Ap 02/2016 02/2018
Creative Planning, Llc Doylestown PA 12/2025 Present
  • 05/2018 → 06/2019
    Golds Gym
    San Antonio, TX
  • 08/2018 → 12/2021
    Full Time Student
    Philadelphia, PA
  • 07/2019 → 01/2020
    Lulu Country Club
    Glenside, PA
  • 12/2021 → 11/2025
    Marshall Financial Group, Inc.
    Doylestown, PA
  • 02/2016 → 02/2018
    Military
    Fpo Ap
  • 12/2025 → Present
    Creative Planning, Llc
    Doylestown, PA
Previous Registrations
  • 2023-11-22 → 2025-12-10
    The Marshall Financial Group, Inc
    Collegeville, PA
    Harleysville, PA
    Doylestown, PA
Designations

View on SEC IAPD

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