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Advisor at ITHAKA FINANCIAL PLANNING, LLC
BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ITHAKA FINANCIAL PLANNING, LLC | State registered | Jun 24, 2010 | n/a | yes | BETHESDA, MD | Current employment |
| YESKE BUIE INC. | Independent wealth | Oct 25, 2007 | Dec 18, 2009 | no | VIENNA, VA|FALLS CHURCH, VA | Previous registration |
| FINANCIAL PLANNING GROUP, INC. | n/a | Jan 1, 2000 | Nov 21, 2008 | no | FALLS CHURCH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YESKE BUIE INC. | ITHAKA FINANCIAL PLANNING, LLC | Dec 18, 2009 | Jun 24, 2010 | 188 | Firm change | Other |
| FINANCIAL PLANNING GROUP, INC. | YESKE BUIE INC. | Nov 21, 2008 | Oct 25, 2007 | -393 | Firm change after gap | Other |