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Lorne Abramson

Abramson Financial Planning, LLC

Burlingame, CA

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Current Employers
Abramson Financial Planning, Llc

Burlingame, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-12
CA RA APPROVED 2022-05-24
  • NY RA
    APPROVED
    Since 2024-04-12
  • CA RA
    APPROVED
    Since 2022-05-24

Branch Locations

Burlingame, CA • 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
Elm Advisors, Llc Burlingame CA 08/2005 03/2022
Abramson Financial Planning, Llc Burlingame CA 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-02
S65 Uniform Investment Adviser Law Examination 1995-08-09
  • S63 Uniform Securities Agent State Law Examination
    2001-02-02
  • S65 Uniform Investment Adviser Law Examination
    1995-08-09
Designations

View on SEC IAPD

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