Lori Atwood Gulin

Current Employers

Atwood Financial Planning Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2017-06-30

DC RA
APPROVED

Since 2017-06-30

Branch Locations

Washington, DC • 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

Organization	City	State	From	To
Lori Atwood Financial Planning, Llc	Washington	DC	01/2013	Present

01/2013 → Present

Lori Atwood Financial Planning, Llc

Washington, DC

Previous Registrations

2001-11-16 → 2004-05-18

Piper Sandler & Co.

San Francisco, CA

Other Businesses

I own Fearless Finance, LLC (formerly Lori Atwood - Fearless Finance, LLC). I am its only employee. I started the company in 2016 to develop software for budgeting with an accompanying app. It launched in February 2018. I spend about 24 hours per month on it (about 1 day per week). Fearless Finance, LLC, is not investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-11-03

S66 Uniform Combined State Law Examination

2001-11-03

Designations

Other Names

Lori Dawn Attias
Lori Dawn Atwood

View on SEC IAPD