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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 | Aug 17, 2017 | n/a | yes | Olympia, WA | Current employment |
| COLUMBIA RIVER ADVISORS | Independent wealth | Jul 10, 2012 | Dec 22, 2017 | no | OLYMPIA, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 5, 2006 | Jul 25, 2012 | no | OLYMPIA, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA RIVER ADVISORS | PRENTICE FINANCIAL PLANNING, LLC | Dec 22, 2017 | Aug 17, 2017 | -127 | Firm change after gap | Other |
| LPL FINANCIAL LLC | COLUMBIA RIVER ADVISORS | Jul 25, 2012 | Jul 10, 2012 | -15 | Firm change | Other |