# Samir Ahmed

Samir Ahmed is an investment adviser representative (IAR) with state registration records since 2015, appearing at 8 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-12-16 | present | Yes |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2025-07-15 | 2026-01-13 | — |
| [AVANTAX PLANNING PARTNERS, INC.](https://search.stillhousedata.com/firm/106237) | 2023-10-11 | 2025-07-14 | — |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2021-01-27 | 2023-09-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-05-28 | 2021-01-20 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2020-05-24 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2017-06-19 | 2018-01-08 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2015-10-23 | 2017-04-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6256818)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6256818.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.