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Mary L Hersey

Lifespan Financial Strategies, Inc.

Macomb, MI

Weston, FL

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Current Employers
Lifespan Financial Strategies, Inc.

1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-24
  • FL RA
    APPROVED
    Since 2021-03-24

Branch Locations

Macomb, MI • United States

1655 North Commerce Parkway Suite 203, Weston, FL 33326 • 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
Edward Jones Fredericksburg VA 07/2014 12/2020
Lifespan Financial Planning Strategies, Inc. Weston FL 12/2020 Present
  • 07/2014 → 12/2020
    Edward Jones
    Fredericksburg, VA
  • 12/2020 → Present
    Lifespan Financial Planning Strategies, Inc.
    Weston, FL
Previous Registrations
  • 2016-06-21 → 2020-09-01
    Edward Jones
    Fredericksburg, VA
  • 2013-10-29 → 2014-07-14
    Edward Jones
    Washington Township, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-25
S63 Uniform Securities Agent State Law Examination 1992-08-21
  • S66 Uniform Combined State Law Examination
    2013-10-25
  • S63 Uniform Securities Agent State Law Examination
    1992-08-21
Other Names
  • Mary Lada Klanang
  • Mary L Klanang

View on SEC IAPD

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