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Beyond Financial Planning, LLC CRD 306240
$49.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7910 Woodmont Ave Suite 310, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED_RES | 2020-01-02 |
| MD | RA | APPROVED | 2019-12-12 |
Branch Locations
7910 Woodmont Ave Suite 310, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beyond Financial Planning, Llc | Bethesda | MD | 10/2019 | Present |
| Ifs Securities | Bethesda | MD | 07/2016 | 10/2019 |
| Farther | Bethesda | MD | 11/2025 | 01/2026 |
| Sb Advisory, Llc | Olney | MD | 07/2016 | 10/2019 |
(1)Tampa Home; Investment related: Yes; 99B East Davis Blvd Tampa, FL 33606; Rental property owned by wife.; Start date: 2021-03-17; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-02 |
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