Drew Feldman

Current Employers

Core Planning

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-12
TX	RA	APPROVED	2026-06-12
CA	RA	APPROVED	2025-11-13
MO	RA	APPROVED	2025-11-13

NY RA
APPROVED

Since 2026-06-12
TX RA
APPROVED

Since 2026-06-12
CA RA
APPROVED

Since 2025-11-13
MO RA
APPROVED

Since 2025-11-13

Branch Locations

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

Los Angeles, 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

Organization	City	State	From	To
Self Employed	Plano	TX	08/2016	07/2020
Self Employed	Knoxville	TN	07/2020	08/2021
Self Employed	Pittsburgh	PA	08/2021	11/2024
Self Employed	Los Angeles	CA	11/2024	Present
Core Planning	Los Angeles	CA	11/2025	Present

08/2016 → 07/2020

Self Employed

Plano, TX
07/2020 → 08/2021

Self Employed

Knoxville, TN
08/2021 → 11/2024

Self Employed

Pittsburgh, PA
11/2024 → Present

Self Employed

Los Angeles, CA
11/2025 → Present

Core Planning

Los Angeles, CA

Other Businesses

(1) Drew Feldman/Free Lunch Films; Not Investment Related; Filmmaking; Owner/Director; Start 01/2014; 80 hours/month; 40 hours/month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-13

S65 Uniform Investment Adviser Law Examination

2025-11-13

Other Names

Doron Drew Feldman

View on SEC IAPD

Current Employers

Core Planning

Disclosures

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