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Current Employers
Mainstreet Financial Planning, Inc.

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-01-01
NY RA APPROVED 2021-12-20
CA RA APPROVED 2018-06-21
DC RA APPROVED 2010-01-25
MD RA APPROVED 2010-01-04
VA RA APPROVED 2010-01-04
  • NC RA
    APPROVED
    Since 2023-01-01
  • NY RA
    APPROVED
    Since 2021-12-20
  • CA RA
    APPROVED
    Since 2018-06-21
  • DC RA
    APPROVED
    Since 2010-01-25
  • MD RA
    APPROVED
    Since 2010-01-04
  • VA RA
    APPROVED
    Since 2010-01-04

Branch Locations

236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • 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
Mainstreet Financial Planning, Inc. Burlingame CA 01/2014 Present
Anna Sergunina Media Llc Los Gatos CA 07/2020 Present
Other Businesses

Anna Sergunina is the owner of Anna Sergunina Media LLC. This activity accounts for approximately 4 hours of her time per month. Clients of MSFP are not involved in, nor are they solicited to participate in this outside business activity. This activity is not investment related.

Designations

View on SEC IAPD

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