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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| MD | RA | APPROVED | 2026-04-10 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Columbia, MD • United States
10440 Little Patuxent Pkwy #100, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Columbia | MD | 12/2010 | 11/2023 |
| Private Advisor Group, Llc | Columbia | MD | 11/2012 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 04/2026 | Present |
Allen & Shariff; Not investment-related; 7061 Deepage Drive, Columbia, MD 21045; MEP engineering design, commissioning and project management services; Business advisor; Start 4/17/2024; 1 hour / month; 0 hours / month during securities trading hours; Provide input on how to optimize their business model. Howard County Equal Business Opportunity Commission; Not investment-related; 6751 Columbia Gateway Dr. Suite 601, Columbia, MD 21046; Help minority, women and disabled owned businesses gain access to county contracts through bidding process; Commissioner; Start 4/17/2013; 2 hours / month; 0 hours / month during securities trading hours; Review applications to become EBO member . Rental property: Investment-related; 2727 S Inge St, Arlington, VA 22202; Part owner (spouse handles related duties); 0 hours / month; 0 hours / month during securities trading hours. Howard County Community College; 10901 Little Patuxent Parkway, Columbia, MD 21044; Committee member, Presidents Gala; Start 4/30/2026; 2 hours / month; 0 hours / month during securities trading hours; Fund raise for for community college
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-12 |
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