|
Total properties:
20
|
|
|
|
Serial #:
|
|
Filing Dt:
|
08/15/1977
|
Reg #:
|
|
Reg. Dt:
|
01/16/1979
|
|
Mark:
|
COLLEGE FOR FINANCIAL PLANNING
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
03/03/1992
|
Reg #:
|
|
Reg. Dt:
|
07/04/1995
|
|
Mark:
|
INSTITUTE FOR TAX STUDIES
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/19/1992
|
Reg #:
|
|
Reg. Dt:
|
01/28/1997
|
|
Mark:
|
INSTITUTE FOR RETIREMENT PLANNING
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
07/22/1993
|
Reg #:
|
|
Reg. Dt:
|
01/09/1996
|
|
Mark:
|
INSTITUTE FOR WEALTH MANAGEMENT
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
06/19/1995
|
Reg #:
|
|
Reg. Dt:
|
12/02/1997
|
|
Mark:
|
ACCREDITED TAX ADVISOR
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
06/19/1995
|
Reg #:
|
|
Reg. Dt:
|
12/02/1997
|
|
Mark:
|
ACCREDITED TAX PREPARER
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
08/29/1995
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
|
Mark:
|
AIRP AMERICAN INSTITUTE OF RETIREMENT PLANNERS, INC.
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
10/30/1995
|
Reg #:
|
|
Reg. Dt:
|
03/11/1997
|
|
Mark:
|
CMFC
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
02/12/1996
|
Reg #:
|
|
Reg. Dt:
|
07/15/1997
|
|
Mark:
|
AAMS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
07/25/1996
|
Reg #:
|
|
Reg. Dt:
|
10/05/1999
|
|
Mark:
|
AAMS ACCREDITED ASSET MANAGEMENT SPECIALIST
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
07/25/1996
|
Reg #:
|
|
Reg. Dt:
|
10/05/1999
|
|
Mark:
|
CMFC CHARTERED MUTUAL FUND COUNSELOR
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/01/1997
|
Reg #:
|
|
Reg. Dt:
|
10/29/2002
|
|
Mark:
|
CE ONESOURCE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/01/1997
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
|
Mark:
|
CE ONESOURCE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/20/1997
|
Reg #:
|
|
Reg. Dt:
|
03/30/1999
|
|
Mark:
|
CFKA CERTIFIED 401(K) ADVISOR AMERICAN INSTITUTE OF RETIREMENT PLANNERS, INC.
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/20/1997
|
Reg #:
|
|
Reg. Dt:
|
03/30/1999
|
|
Mark:
|
CRIA CERTIFIED ROLLOVER INVESTMENT ADVISOR AMERICAN INSTITUTE OF RETIREMENT PLANNERS, INC.
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/20/1997
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
|
Mark:
|
NARP NATIONAL ASSOCIATION OF RETIREMENTPLANNERS, INC.
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
09/11/1997
|
Reg #:
|
|
Reg. Dt:
|
06/08/1999
|
|
Mark:
|
CRPC
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
09/11/1997
|
Reg #:
|
|
Reg. Dt:
|
06/22/1999
|
|
Mark:
|
CRPS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/01/1997
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
|
Mark:
|
CE ONESOURCE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/01/1997
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
|
Mark:
|
CE ONESOURCE
|
|
