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Courtenay Virginia Shipley

Retirement Planology, Inc.

Alexandria, VA

Nashville, TN

CRD 4433389

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Employer firm

Retirement Planology, Inc. CRD 171302

$266M regulatory AUM

Reported services (Item 5G)

  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Planology, Inc.

600 Cameron Street Suite 401, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2014-05-30
  • VA RA
    APPROVED
    Since 2014-05-30

Branch Locations

600 Cameron Street Suite 401, Alexandria, VA 22314 • United States

625 Main Street Suite 205, Nashville, TN 37206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Planology, Inc. Alexandria VA 05/2014 Present
Previous Registrations
  • 2012-08-08 → 2014-05-30
    Fiducia Group, Llc
    Alexandria, VA
    Pittsburgh, PA
    Nashville, TN
  • 2011-01-20 → 2012-08-08
    Shipley Capital Advisory, Llc
    Alexandria, VA
  • 2010-12-22 → 2011-08-30
    A&G Financial Management, Llc
    Nashville, TN
  • 2009-10-09 → 2010-08-04
    A.D. Vallett & Company, Llc
    Brentwood, TN
  • 2005-12-09 → 2009-08-21
    Principal Securities, Inc.
    Brentwood, TN
    Brentwood, TN
  • 2004-02-05 → 2005-07-25
    Wells Fargo Clearing Services, Llc
    Brentwood, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2005-12-07
Other Names
  • Courtenay Virginia Shipley
  • Courtenay Shipley Fitz

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA

More in Alexandria, VA

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