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5425 Wisconsin Ave Suite 600, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-14 |
| MD | RA | APPROVED | 2026-01-14 |
| VA | RA | APPROVED | 2017-06-14 |
| MA | RA | APPROVED | 2017-05-17 |
| TX | RA | APPROVED | 2010-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ithaka Financial Planning, Llc | Bethesda | MD | 04/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
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