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Robert Lindstrom

Provision Financial Planning

Towson, MD

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Current Employers
Provision Financial Planning

Towson, MD • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-02-03
MD RA APPROVED 2019-08-21
  • AL RA
    APPROVED
    Since 2020-02-03
  • MD RA
    APPROVED
    Since 2019-08-21

Branch Locations

Towson, MD • 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
Provision Financial Planning Llc Baltimore MD 05/2019 Present
Financial Consulate Hunt Valley MD 08/2016 07/2019
  • 05/2019 → Present
    Provision Financial Planning Llc
    Baltimore, MD
  • 08/2016 → 07/2019
    Financial Consulate
    Hunt Valley, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-29
  • S63 Uniform Securities Agent State Law Examination
    2015-09-29
Designations

View on SEC IAPD

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