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Retirement Planning Partner LLC CRD 334572
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Woodinville, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-08 |
| CA | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED_RES | 2025-05-02 |
| WA | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unify Consulting | Kirkland | WA | 07/2022 | 03/2024 |
| Vmg Studios | Bellevue | WA | 07/2020 | 03/2021 |
| Om Yoga Studio | Fort Mill | SC | 06/2018 | 03/2019 |
| Fort Mill School District | Fort Mill | SC | 08/2015 | 06/2018 |
| Retirement Planning Partner Llc | Woodinville | WA | 01/2025 | Present |
| Not Employed | Woodinville | WA | 04/2024 | 12/2024 |
| Not Employed | Woodinville | WA | 05/2021 | 06/2022 |
| Not Employed | Woodinville | WA | 04/2019 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
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