Carolyn Sue Mcclanahan

Current Employers

Life Planning Partners, Inc.

6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2009-04-01
FL	RA	APPROVED	2004-01-02

TX RA
APPROVED

Since 2009-04-01
FL RA
APPROVED

Since 2004-01-02

Branch Locations

Jacksonville, FL • 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
Life Planning Partners, Inc.	Jacksonville	FL	09/2003	Present

09/2003 → Present

Life Planning Partners, Inc.

Jacksonville, FL

Other Businesses

Speaker at various financial planning and securities industry events; a general audience writer covering topics on health care planning, end of life planning, and practice management; and works on various projects directed towards the professional advisor community at large. She receives compensation in the form of cash and/or travel accommodations and/or other travel expenses in connection with these activities. Spends approx. 15% of her time monthly on these activities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-12-31

S66 Uniform Combined State Law Examination

2001-12-31

Designations

View on SEC IAPD