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Terry Ellen Banet

Sigfig Wealth Management LLC

Bala Cynwyd, PA

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Current Employers
Sigfig Wealth Management Llc

2443 Fillmore Street Suite 380-1512, San Francisco, CA 94115 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-14
  • PA RA
    APPROVED
    Since 2016-04-14

Branch Locations

Bala Cynwyd, PA • 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
Nvest San Francisco CA 01/2012 Present
  • 01/2012 → Present
    Nvest
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-14
  • S65 Uniform Investment Adviser Law Examination
    2016-04-14
Other Names
  • Terry E Banet

View on SEC IAPD

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