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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-23 |
Branch Locations
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Fiduciary Alliance | Greenville | SC | 05/2025 | Present |
| Capital Planning Llc | Bellevue | WA | 01/2014 | 04/2025 |
1) David Dunn Wealth, LLC; Bellevue, WA; Investment Related; 40 hours per week during trading hours; DBA name for entity for advisory work; Washington insurance license is active but not current in use. 2) Norton Lakes, LLC; Bellevue, WA; Owner of rental houses located in Norland, WA (since 1/2020) and Bellevue, WA (since 10/2022). Not investment-related. Less than 1 hour per month; none of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-07 |
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