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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc | Doylestown | PA | 06/2022 | 11/2025 |
| The Glenmede Trust Company, N.A. | Philadelphia | PA | 07/2008 | 12/2021 |
| The Exec/Search Group | New York | NY | 02/2022 | 05/2022 |
| Unemployed | Huntingdon Valley | PA | 01/2022 | 02/2022 |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | Present |
Dowds Tax LLC; Not Investment-Related; At reported business location; tax advisory firm; Owner; 01/01/2008; 3 hours/month, 0 hours during securities trading hours; Preparation of personal tax returns.
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