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William Devin Wolf

Financial Plan, Inc.

Bellingham, WA

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Current Employers
Financial Plan, Inc.

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2010-08-23
  • WA RA
    APPROVED
    Since 2010-08-23

Branch Locations

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • 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
Financial Plan, Inc Bellingham WA 08/2010 Present
Previous Registrations
Other Businesses

1. 03/08/10 - REAL ESTATE OWNERSHIP AND RENTAL, 1% OF TIME. 2. 8% PASSIVE OWNER OF KEGMEISTERS, LLC, 0% OF TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-01
  • S66 Uniform Combined State Law Examination
    2010-06-01
Designations
Other Names
  • W. Devin Wolf

View on SEC IAPD

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Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA
PRIVATE ADVISOR GROUP, LLC · Bellingham, WA

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