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Spillane Financial Planning, Inc. CRD 131589
$44.9M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Lebanon, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-01 |
| MA | RA | APPROVED | 2004-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spillane & Chandonnet, Cpa | Burlington | MA | 11/1995 | 09/2021 |
| Spillane Financial Planning, Inc. | North Reading | MA | 05/2004 | 03/2023 |
| Richard W. Spillane, Cpa | North Reading | MA | 09/2021 | 03/2023 |
| Richard W. Spillane, Cpa | Lebanon | OH | 03/2023 | Present |
| Spillane Financial Planning, Inc. | Lebanon | OH | 03/2023 | Present |
NAME: RICHARD W. SPILLANE, CPA. INVESTMENT RELATED: NO. ADDRESS: 448 E. SILVER STREET LEBANON OH 45036 TYPE: CPA FIRM. POSITION: CPA. START DATE: SEPTEMBER 2021. #HOURS PER MONTH: SEASONAL VARIATIONS. DUTIES: TAX & ACCOUNTING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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