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.

Current firm

JORDAN FINANCIAL LIFE PLANNING

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 24, 2021

First registration

Jan 3, 2022

Dual registered

no

Other names

Dee-Ann Elizabeth Shryock|Dee Ann Elizabeth Shryock|Dee Ann Elizabeth Kotter|Ana Elizabeth Kotter|Ana Elizabeth Lauber-Kotter|Ana Elizabeth Lauber|Ana E Mckinley|Ana Mckinley

IAPD individual key

7431225

• Occurred

  Jan 21, 2026
  Advisor changed firm

  Ana E Mckinley left Park Avenue Securities Llc for Jordan Financial Life Planning (registered 2026-03-11)

  Form ADVobserved 6 days ago
• Occurred

  Aug 19, 2025
  Advisor changed firm

  Ana E Mckinley left Thrivent Investment Management Inc. for Park Avenue Securities Llc (registered 2025-08-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d0c50413-0820-fe8d-817b-6da4963657a8

First observed

Jan 3, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.