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Advisor at PRENTICE FINANCIAL PLANNING, LLC
OLYMPIA, WA
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 |
|---|---|---|---|---|---|---|
| PRENTICE FINANCIAL PLANNING, LLC | State registered | Feb 14, 2019 | n/a | yes | OLYMPIA, WA | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jan 11, 2013 | Jul 9, 2013 | no | SCOTTSDALE, AZ|OLYMPIA, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 25, 2008 | Jul 26, 2012 | no | OLYMPIA, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | PRENTICE FINANCIAL PLANNING, LLC | Jul 9, 2013 | Feb 14, 2019 | 2,046 | Firm change after gap | Other |
| LPL FINANCIAL LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Jul 26, 2012 | Jan 11, 2013 | 169 | Firm change | Other |