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Thomas B Mclean

Advitica Financial Planning LLC

Tenino, WA

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Current Employers
Advitica Financial Planning Llc

Tenino, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-08-02
  • WA RA
    APPROVED
    Since 2018-08-02

Branch Locations

Tenino, WA • 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
Nr Smith And Associates, Ps Olympia WA 09/2014 04/2017
Vestory, Llc Bellevue WA 05/2017 07/2018
Advitica Financial Planning Fka A.L. Rhodes Personal Fincl Advs Olympia WA 08/2018 Present
  • 09/2014 → 04/2017
    Nr Smith And Associates, Ps
    Olympia, WA
  • 05/2017 → 07/2018
    Vestory, Llc
    Bellevue, WA
  • 08/2018 → Present
    Advitica Financial Planning Fka A.L. Rhodes Personal Fincl Advs
    Olympia, WA
Previous Registrations
  • 2017-05-09 → 2018-07-19
    Vestory, Llc
    Bellevue, WA
  • 2014-10-15 → 2017-05-01
    Nr Smith And Associates, P.S.
    Olympia, WA
  • 2011-08-16 → 2011-12-21
    Cambridge Investment Research Advisors, Inc.
    Lubbock, TX
  • 2008-11-10 → 2009-09-17
    Chase Investment Services Corp.
    Centennial, CO
    Centennial, CO
    Aurora, CO
    Aurora, CO
  • 2007-03-01 → 2008-11-04
    Edward Jones
    Thornton, CO
    St. Louis, MO
    Maryland Heights, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-27
S63 Uniform Securities Agent State Law Examination 2004-12-29
  • S66 Uniform Combined State Law Examination
    2007-02-27
  • S63 Uniform Securities Agent State Law Examination
    2004-12-29
Designations
Other Names
  • Thomas B Mclean

View on SEC IAPD

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