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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
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Plymouth Meeting, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 02/1994 | 01/2019 |
| The Marshall Financial Group, Inc | Doylestown | PA | 01/2019 | 11/2025 |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | Present |
Seasonal rental real estate. Investment related. 1410 Central Ave Ocean City, New Jersey. Rental property in Ocean City NJ. Co-owner/landlord with spouse. 5 hours per month in season (May-September). O hours during securities trading hours. Realtors hired to help manage the business. Spouse handles all work needed on the property and communication with the local realtors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-04 |
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