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James William Thomas Mcdougal

Hifi Planning

Long Beach, CA

CRD 7359999

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Employer firm

Hifi Planning CRD 340557

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Hifi Planning

Long Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-16
  • CA RA
    APPROVED
    Since 2026-06-16

Branch Locations

Long Beach, CA • 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
Brighton Jones Scottsdale AZ 03/2021 04/2023
Blendin Coffee & Tea Llc Sugar Land TX 01/2021 03/2021
Unemployed Houston TX 11/2020 01/2021
Gogh Gogh Llc College Station TX 10/2020 10/2020
Wmnus Llc College Station TX 05/2019 10/2020
Sweet Eugene'S Inc College Station TX 11/2017 05/2019
Memorial Drive Presbyterian Church Houston TX 05/2018 08/2018
Memorial Drive Presbyterian Church Houston TX 05/2019 08/2019
Unemployed College Station TX 08/2017 11/2017
Great Harvest Bread Co Katy TX 01/2016 08/2017
James E. Taylor High School Katy TX 08/2014 08/2017
Brooklyn Fi, Llc Phoenix AZ 04/2023 07/2024
Brooklyn Fi, Llc Long Beach CA 08/2024 04/2026
Hifi Planning Llc Long Beach CA 04/2026 Present
  • 03/2021 → 04/2023
    Brighton Jones
    Scottsdale, AZ
  • 01/2021 → 03/2021
    Blendin Coffee & Tea Llc
    Sugar Land, TX
  • 11/2020 → 01/2021
    Unemployed
    Houston, TX
  • 10/2020 → 10/2020
    Gogh Gogh Llc
    College Station, TX
  • 05/2019 → 10/2020
    Wmnus Llc
    College Station, TX
  • 11/2017 → 05/2019
    Sweet Eugene'S Inc
    College Station, TX
  • 05/2018 → 08/2018
    Memorial Drive Presbyterian Church
    Houston, TX
  • 05/2019 → 08/2019
    Memorial Drive Presbyterian Church
    Houston, TX
  • 08/2017 → 11/2017
    Unemployed
    College Station, TX
  • 01/2016 → 08/2017
    Great Harvest Bread Co
    Katy, TX
  • 08/2014 → 08/2017
    James E. Taylor High School
    Katy, TX
  • 04/2023 → 07/2024
    Phoenix, AZ
  • 08/2024 → 04/2026
    Long Beach, CA
  • 04/2026 → Present
    Hifi Planning Llc
    Long Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-19
  • S65 Uniform Investment Adviser Law Examination
    2021-05-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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