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Courtney O'KElly Hanrahan

Eq Wealth Management

Bellevue, WA

Edmonds, WA

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Current Employers
Eq Wealth Management

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-06-05
  • WA RA
    APPROVED
    Since 2024-06-05

Branch Locations

Bellevue, WA • United States

Edmonds, WA • 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
Capital Planning Llc Bellevue WA 09/2016 09/2018
Capital Planning Llc Bellevue WA 10/2018 06/2024
Eq Wealth Management Bellevue WA 06/2024 Present
Previous Registrations
  • 2014-01-22 → 2024-05-31
    Capital Planning, Llc
    Bellevue, WA
    Bellevue, WA
    Edmonds, WA
    Shoreline, WA
  • 2011-04-06 → 2014-01-27
    Capital Planning Corp
    Bellevue, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
Designations
Other Names
  • Courtney Michelle O'KElly
  • Courtney Michelle O'KElly

View on SEC IAPD

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