Samir Ahmed is an investment adviser representative (IAR) with state registration records since 2015, appearing at 8 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-12-16 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2025-07-15 | 2026-01-13 | — |
| AVANTAX PLANNING PARTNERS, INC. | 2023-10-11 | 2025-07-14 | — |
| FACET WEALTH, INC | 2021-01-27 | 2023-09-18 | — |
| CHARLES SCHWAB & CO., INC. | 2020-05-28 | 2021-01-20 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-05-24 | — |
| USAA FINANCIAL PLANNING SERVICES | 2017-06-19 | 2018-01-08 | — |
| J.P. MORGAN SECURITIES LLC | 2015-10-23 | 2017-04-26 | — |