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Inna Rivilis

Sunflower Financial Planning, LLC

Windham, NH

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Current Employers
Sunflower Financial Planning, Llc

Windham, NH • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-09
TX RA APPROVED_RES 2024-11-18
NH RA APPROVED 2024-03-04
  • MA RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED_RES
    Since 2024-11-18
  • NH RA
    APPROVED
    Since 2024-03-04

Branch Locations

Windham, NH • 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
Fidelity Brokerage Services Llc Merrimack NH 11/2015 02/2024
National Financial Services Llc - A Fidelity Investments Company Boston MA 09/2017 02/2021
Fidelity Personal And Workplace Advisors Llc Merrimack NH 04/2021 02/2024
Sunflower Financial Planning, Llc Windham NH 03/2024 Present
  • 11/2015 → 02/2024
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2017 → 02/2021
    National Financial Services Llc - A Fidelity Investments Company
    Boston, MA
  • 04/2021 → 02/2024
    Fidelity Personal And Workplace Advisors Llc
    Merrimack, NH
  • 03/2024 → Present
    Sunflower Financial Planning, Llc
    Windham, NH
Previous Registrations
  • 2021-07-30 → 2024-02-21
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-04-27 → 2021-05-14
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2012-07-10 → 2015-11-20
    The Harbor Group, Inc.
    Bedford, NH
  • 2007-11-23 → 2010-10-15
    Calibre Advisory Services Inc.
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-30
S65 Uniform Investment Adviser Law Examination 2007-11-14
  • S63 Uniform Securities Agent State Law Examination
    2016-06-30
  • S65 Uniform Investment Adviser Law Examination
    2007-11-14
Designations
Other Names
  • Inna A. Novytska
  • Inna A. Rivilis
  • Inna Rivilis

View on SEC IAPD

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