Inactive

Lisa Anne Junghahn

Cycle Financial Planning LLC

Santa Monica, CA

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Current Employers

Cycle Financial Planning Llc

Santa Monica, CA • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-08-26
CA	RA	APPROVED	2022-07-06

NY RA
APPROVED

Since 2022-08-26
CA RA
APPROVED

Since 2022-07-06

Branch Locations

Santa Monica, CA • 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
Cycle Financial Planning	Santa Monica	CA	03/2022	Present
University Of California - Irvine School Of Law	Irvine	CA	11/2014	11/2018
Santa Monica College	Santa Monica	CA	02/2017	Present

03/2022 → Present

Cycle Financial Planning

Santa Monica, CA
11/2014 → 11/2018

University Of California - Irvine School Of Law

Irvine, CA
02/2017 → Present

Santa Monica College

Santa Monica, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-06-10
S63	Uniform Securities Agent State Law Examination	2002-03-16

S65 Uniform Investment Adviser Law Examination

2021-06-10
S63 Uniform Securities Agent State Law Examination

2002-03-16

Designations

View on SEC IAPD

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