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1615 Bonanza Street Suite 210, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-20 |
Branch Locations
1615 Bonanza Street Suite #210, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleming Financial Advising | Walnut Creek | CA | 01/2000 | Present |
| I2 Financial Planning | Walnut Creek | CA | 01/2025 | Present |
Ms. Fleming is also the owner of i2 Financial Planning, a not investment related financial education company loacted at the business address listed in Item 1. She started this business on January 1, 2025, and expects to spend approximately 3 hours per month in this capacity, some of which will be during securties trading hours.
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