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Kelly Christine Barrow

Cedar Grove Financial Planning, LLC

Oakton, VA

CRD 6462472

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Employer firm

Cedar Grove Financial Planning, LLC CRD 324097

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cedar Grove Financial Planning, Llc

Oakton, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-11-17
  • VA RA
    APPROVED
    Since 2022-11-17

Branch Locations

Oakton, VA • 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
Tiaa-Cref Individual & Institutional Services, Llc Washington DC 03/2015 11/2020
Tiaa Washington DC 03/2015 11/2020
Cedar Grove Financial Planning, Llc Oakton VA 10/2022 Present
Maternity Leave Oakton VA 11/2020 10/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-30
  • S66 Uniform Combined State Law Examination
    2015-04-30
Designations
  • Certified Financial Planner
Other Names
  • Kelly Christine Cressy

View on SEC IAPD

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