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Jennifer Potter Lane

Compass Planning Associates, Inc.

Greenfield, MA

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Current Employers
Compass Planning Associates, Inc.

Greenfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-06-01
MA RA APPROVED 2003-02-23
  • TX RA
    APPROVED_RES
    Since 2020-06-01
  • MA RA
    APPROVED
    Since 2003-02-23

Branch Locations

Greenfield, MA • 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
Compass Planning Associates, Inc. Greenfield MA 01/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-05
S63 Uniform Securities Agent State Law Examination 1994-05-02
  • S65 Uniform Investment Adviser Law Examination
    1996-11-05
  • S63 Uniform Securities Agent State Law Examination
    1994-05-02
Designations
Other Names
  • Jennifer Jill Potter
  • Jennifer P Lane

View on SEC IAPD

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