Best Investors Account Sign in
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
MD RA APPROVED 2026-04-10
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • MD RA
    APPROVED
    Since 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

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
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
  • 12/2010 → 11/2023
    Lpl Financial, Llc
    Columbia, MD
  • 11/2012 → 04/2026
    Columbia, MD
  • 04/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2012-11-30 → 2026-04-10
    Columbia, MD
    Morristown, NJ
    Columbia, MD
    Columbia, MD
  • 2010-12-23 → 2012-12-31
    Columbia, MD
  • 2009-10-07 → 2010-12-20
    Intervest International, Inc.
    Columbia, MD
    Colorado Springs, CO
  • 2005-05-05 → 2009-05-11
    Lincoln Financial Distributors, Inc.
    Radnor, PA
    Philadelphia, PA
    Columbia, MD
    Radnor, PA
  • 1997-12-12 → 2005-04-04
    Osaic Fa, Inc.
    Vienna, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-11-12
  • S66 Uniform Combined State Law Examination
    1997-11-12
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor