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Amy Lynne Riddell

Aft Financial Planning

Tampa, FL

CRD 5716677

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Employer firm

Aft Financial Planning CRD 326691

$20.0M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Aft Financial Planning

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-03
  • FL RA
    APPROVED
    Since 2023-10-03

Branch Locations

Tampa, FL • 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
United Planners' Financial Services Scottsdale AZ 05/2012 11/2023
Aft Financial Planning Llc Tampa FL 03/2023 Present
  • 05/2012 → 11/2023
    United Planners' Financial Services
    Scottsdale, AZ
  • 03/2023 → Present
    Aft Financial Planning Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-25
  • S66 Uniform Combined State Law Examination
    2013-09-25
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Amy Riddell

View on SEC IAPD

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