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Elizabeth Pennington

Atwood Financial Planning LLC

Des Moines, IA

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Current Employers
Atwood Financial Planning Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-10-14
TX RA APPROVED_RES 2023-01-30
DC RA APPROVED 2019-02-27
  • IA RA
    APPROVED
    Since 2024-10-14
  • TX RA
    APPROVED_RES
    Since 2023-01-30
  • DC RA
    APPROVED
    Since 2019-02-27

Branch Locations

Des Moines, IA • 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
U.S. Wheat Associates Arlington VA 10/2014 12/2019
Atwood Financial Planning Cleveland OH 12/2019 Present
  • 10/2014 → 12/2019
    U.S. Wheat Associates
    Arlington, VA
  • 12/2019 → Present
    Atwood Financial Planning
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-09
  • S65 Uniform Investment Adviser Law Examination
    2019-02-09
Designations
Other Names
  • Elizabeth Westendorf

View on SEC IAPD

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