Total properties:
20
|
|
Serial #:
|
|
Filing Dt:
|
08/15/1977
|
Reg #:
|
|
Reg. Dt:
|
01/16/1979
|
Mark:
|
COLLEGE FOR FINANCIAL PLANNING
|
|
|
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:
|
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:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
05/20/2008
|
Mark:
|
AWMA
|
|
|
Serial #:
|
|
Filing Dt:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
07/01/2008
|
Mark:
|
AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR
|
|
|
Serial #:
|
|
Filing Dt:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
07/01/2008
|
Mark:
|
CRPC CHARTERED RETIREMENT PLANNING COUNSELOR
|
|
|
Serial #:
|
|
Filing Dt:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
07/01/2008
|
Mark:
|
CRPS CHARTERED RETIREMENT PLANS SPECIALIST
|
|
|
Serial #:
|
|
Filing Dt:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
10/14/2008
|
Mark:
|
RP REGISTERED PARAPLANNER
|
|
|
Serial #:
|
|
Filing Dt:
|
09/17/2007
|
Reg #:
|
|
Reg. Dt:
|
07/29/2008
|
Mark:
|
RP
|
|
|
Serial #:
|
|
Filing Dt:
|
04/08/2010
|
Reg #:
|
|
Reg. Dt:
|
01/11/2011
|
Mark:
|
ADPA ACCREDITED DOMESTIC PARTNERSHIP ADVISOR
|
|
|
Serial #:
|
|
Filing Dt:
|
04/12/2010
|
Reg #:
|
|
Reg. Dt:
|
11/23/2010
|
Mark:
|
ADPA
|
|
|
Serial #:
|
|
Filing Dt:
|
07/30/2010
|
Reg #:
|
|
Reg. Dt:
|
02/08/2011
|
Mark:
|
APMA
|
|
|
Serial #:
|
|
Filing Dt:
|
07/30/2010
|
Reg #:
|
|
Reg. Dt:
|
02/15/2011
|
Mark:
|
APMA ACCREDITED PORTFOLIO MANAGEMENT ADVISOR
|
|
|
Serial #:
|
|
Filing Dt:
|
04/20/2012
|
Reg #:
|
|
Reg. Dt:
|
06/04/2013
|
Mark:
|
MPAS
|
|
|
Serial #:
|
|
Filing Dt:
|
04/20/2012
|
Reg #:
|
|
Reg. Dt:
|
05/28/2013
|
Mark:
|
MPAS MASTER PLANNER ADVANCED STUDIES
|
|