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Cynthia Anne Flannigan

Mainstreet Financial Planning, Inc.

Los Gatos, CA

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Current Employers
Mainstreet Financial Planning, Inc.

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-20
DC RA APPROVED 2019-01-28
MD RA APPROVED 2018-10-29
CA RA APPROVED 2018-10-26
VA RA APPROVED 2018-10-26
  • NY RA
    APPROVED
    Since 2021-12-20
  • DC RA
    APPROVED
    Since 2019-01-28
  • MD RA
    APPROVED
    Since 2018-10-29
  • CA RA
    APPROVED
    Since 2018-10-26
  • VA RA
    APPROVED
    Since 2018-10-26

Branch Locations

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • 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
Evercore Wealth Management San Francisco CA 12/2012 09/2018
Mainstreet Financial Planning, Inc. Burlingame CA 10/2018 Present
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

STRATEGIC ADVISERS LLC · LOS GATOS, CA
J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA

More in Los Gatos, CA

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