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THEORY PLANNING PARTNERS, LLC, CRD 308877
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KAITLYN MCINNIS CARLSON | Certified Financial Planner | MARBLEHEAD, MA | 6 | 12 | 4 | no |
| Corrinne Marie Rivers | Certified Financial Planner | Fort Pierce, FL | MARBLEHEAD, MA | 0 | 10 | 3 | no |
| Cayla Nicole Orris | n/a | MARBLEHEAD, MA | Woodstock, GA | 0 | 10 | n/a | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | n/a | 0 | 0 | 0 | 2 | 1 |