Michael Allen

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-02
OK	RA	APPROVED	2026-05-29

Branch Locations

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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	05/2024	08/2025
Cambridge Investment Research, Inc.	Fairfield	IA	07/2024	08/2025
Chinquapin Trust Company	Kansas City	MO	05/2023	05/2024
Creative Planning	Overland Park	KS	01/2023	05/2023
Cabela's	Kansas City	KS	05/2022	01/2023
Ymca Of Greater Kansas City	Parkville	MO	05/2018	05/2022
Park Hill School District	Riverside	MO	08/2010	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tulsa	OK	04/2026	Present
Legacy Insurance Advisors	Tulsa	OK	05/2024	04/2026
Bank Of America, N.A.	Tulsa	OK	05/2026	Present

05/2024 → 08/2025

Cambridge Investment Research, Inc.

Fairfield, IA
07/2024 → 08/2025

Cambridge Investment Research, Inc.

Fairfield, IA
05/2023 → 05/2024

Chinquapin Trust Company

Kansas City, MO
01/2023 → 05/2023

Creative Planning

Overland Park, KS
05/2022 → 01/2023

Cabela's

Kansas City, KS
05/2018 → 05/2022

Ymca Of Greater Kansas City

Parkville, MO
08/2010 → 05/2018

Park Hill School District

Riverside, MO
04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK
05/2024 → 04/2026

Legacy Insurance Advisors

Tulsa, OK
05/2026 → Present

Bank Of America, N.A.

Tulsa, OK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-29

Other Firms