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Livingston Financial Planning, Inc. CRD 128246
$11.7M regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2050 W County Hwy 30A M1-Unit 230, Santa Rosa Beach, FL 32459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-19 |
| GA | RA | APPROVED | 2006-02-16 |
| FL | RA | APPROVED | 2003-04-22 |
Branch Locations
2050 West County Road 30A, M -1, Suite 230, Santa Rosa Beach, FL 32459 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livingston Financial Planning, Inc | Santa Rosa Beach | FL | 12/2002 | Present |
BS MANAGEMENT INC. TIMBERLAND AND FARMLAND MANAGEMENT LOCATED IN DECATUR COUNTY GEORGIA. THIS IS NOT INVESTMENT RELATED. I OWN IT JOINTLY WITH MY WIFE, HOWEVER, I AM RESPONSIBLE FOR ANY MANAGEMENT DECISIONS. I SPEND 10-15 HOURS PER MONTH ON THIS ACTIVITY. I DEAL WITH THIS BUSINESS AFTER SECURITY TRADING HOURS. I AM RESPONSIBLE FOR MANAGEMENT DECISIONS RELATED TO TIMBER PRODUCTION AND FARM RENTAL ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-07 |
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