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Thornton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-31 |
| CA | RA | APPROVED | 2017-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheryl Lynn Conklin Dba Conklin Financial Planning | Roseville | CA | 06/2017 | 02/2024 |
| Sheryl Lynn Conklin Dba Conklin Financial Planning | Florida | NY | 06/2008 | 01/2017 |
| Clc, Inc | Roseville | CA | 01/2017 | 12/2019 |
| Soldier For Life Transition Assistance Program | West Point | NY | 12/2012 | 12/2016 |
| My Secure Advantage | Roseville | CA | 01/2020 | 07/2021 |
| Origin Financial | San Francisco | CA | 06/2021 | 09/2022 |
| Zeiders Enterprises, Inc. | Roseville | CA | 08/2022 | 08/2023 |
| Conklin Financial Planning, Llc | Thornton | CO | 02/2024 | Present |
| Retirewise Coaching (Sheri Conklin Dba) | Thornton | CO | 02/2024 | Present |
Retire-Wise; not investment-related; Thornton, CO; retirement coaching and education; coach/teacher; began February 2024; appx 15 hrs/mo; 10 hrs/mo during trading hours; retirement-related coaching and education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
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