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Lorri Michelle Defoor

Sustain Financial Inc.

Olympia, WA

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Current Employers
Sustain Financial Inc.

Olympia, WA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-29
CA RA APPROVED 2023-10-11
WA RA APPROVED 2017-09-14
  • MA RA
    APPROVED
    Since 2025-04-29
  • CA RA
    APPROVED
    Since 2023-10-11
  • WA RA
    APPROVED
    Since 2017-09-14

Branch Locations

Olympia, 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
Sawston Wealth Management, Llc Olympia WA 01/2016 06/2017
North Thurston Public School Lacey WA 09/2012 08/2023
Sustain Financial Inc. Olympia WA 07/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-05
  • S65 Uniform Investment Adviser Law Examination
    2016-04-05
Designations

View on SEC IAPD

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