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Andrew Thomas Prentice

Prentice Financial Planning, LLC

Olympia, WA

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Current Employers
Prentice Financial Planning, Llc

2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-29
WA RA APPROVED 2017-08-17
  • TX RA
    APPROVED_RES
    Since 2019-07-29
  • WA RA
    APPROVED
    Since 2017-08-17

Branch Locations

2407 Pacific Avenue, Suite A, Olympia, WA 98501 • 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
Pts Holdings Llc Olympia WA 12/2016 Present
Bliss Investments Llc - Holding Company Olympia WA 07/2012 11/2016
Bliss Investments Llc - Holding Company Olympia WA 11/2016 04/2017
Insurance Agent, Independent, Life, Health, And Disabilty Olympia WA 05/2006 11/2019
Prentice Financial Planning, Llc Olympia WA 01/2017 Present
Columbia River Advisors, Llc Olympia WA 07/2012 11/2017
Prentice Wealth Management, Llc Olympia WA 08/2015 01/2017
  • 12/2016 → Present
    Pts Holdings Llc
    Olympia, WA
  • 07/2012 → 11/2016
    Bliss Investments Llc - Holding Company
    Olympia, WA
  • 11/2016 → 04/2017
    Bliss Investments Llc - Holding Company
    Olympia, WA
  • 05/2006 → 11/2019
    Insurance Agent, Independent, Life, Health, And Disabilty
    Olympia, WA
  • 01/2017 → Present
    Olympia, WA
  • 07/2012 → 11/2017
    Columbia River Advisors, Llc
    Olympia, WA
  • 08/2015 → 01/2017
    Prentice Wealth Management, Llc
    Olympia, WA
Previous Registrations
Other Businesses

Andrew Prentice is one third member of PTS Holdings, LLC which currently owns the building where PFP is located. Andrew Prentice is the landlord for a residential property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-04
  • S66 Uniform Combined State Law Examination
    2006-10-04
Designations

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