Rebecca Lees

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-03-26
MO	RA	APPROVED	2024-09-10

VA RA
APPROVED

Since 2025-03-26
MO RA
APPROVED

Since 2024-09-10

Branch Locations

Crozet, VA • United States

706 N Main St, Ofallon, MO 63366 • 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

Organization	City	State	From	To
Core Planning	St. Louis	MO	08/2024	Present
Purpose Financial Coaching	Crozet	VA	04/2023	Present
Northrop Grumman	Falls Church	VA	10/2003	11/2023

08/2024 → Present

Core Planning

St. Louis, MO
04/2023 → Present

Purpose Financial Coaching

Crozet, VA
10/2003 → 11/2023

Northrop Grumman

Falls Church, VA

Other Businesses

Purpose Financial Coaching, LCC, No, Crozet, VA, Financial Education, Owner, Owner, 04/2023, 30 hours per month, 30 hours per month during securities trading hours, Financial education, content creation and coaching, as well as consulting and implementation support for budgeting solutions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-14

S65 Uniform Investment Adviser Law Examination

2024-08-14