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Current Employers
Bridge Financial Planning, Llc

Cruz Quebrada - Dafundo • Portugal

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-10-27
  • IN RA
    APPROVED
    Since 2022-10-27

Branch Locations

Valapariso, IN • United States

Cruz Quebrada - Dafundo • Portugal

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
Hightower Securities, Llc Valparaiso IN 06/2018 09/2022
Nd Deloitte Center For Ethical Leadership Notre Dame IN 06/2017 08/2017
Riverbend Cancer Services Notre Dame IN 06/2017 08/2017
High School District 230 Orland Park IL 08/2014 05/2018
University Of Notre Dame Notre Dame IN 08/2014 05/2018
Hightower Advisors Llc Valparaiso IN 06/2018 09/2022
Bridge Financial Planning, Llc Valparaiso IN 09/2022 Present
  • 06/2018 → 09/2022
    Hightower Securities, Llc
    Valparaiso, IN
  • 06/2017 → 08/2017
    Nd Deloitte Center For Ethical Leadership
    Notre Dame, IN
  • 06/2017 → 08/2017
    Riverbend Cancer Services
    Notre Dame, IN
  • 08/2014 → 05/2018
    High School District 230
    Orland Park, IL
  • 08/2014 → 05/2018
    University Of Notre Dame
    Notre Dame, IN
  • 06/2018 → 09/2022
    Valparaiso, IN
  • 09/2022 → Present
    Valparaiso, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2018-11-09
Designations

View on SEC IAPD

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