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Sunrise Planning & Advisory LLC CRD 305095
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8201 164Th Ave Ne Ste 200, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-07-06 |
| WA | RA | APPROVED | 2020-01-24 |
Branch Locations
8201 164Th Ave Ne Ste 200, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard Miller Cpa Pllc | Redmond | WA | 12/2014 | Present |
| Sunrise Planning And Advisory Llc | Redmond | WA | 12/2019 | Present |
Richard Miller CPA PLLC 8201 164th Avenue NE, Suite 200 Redmond, WA 98052 Accounting and tax services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
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