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Stacy Marie Ployhar

2020 Financial Planning LLC

Seattle, WA

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Current Employers
2020 Financial Planning Llc

1700 7Th Avenue Suite 2100 (Premier Workspaces), Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2010-06-01
  • WA RA
    APPROVED
    Since 2010-06-01

Branch Locations

1700 7Th Avenue Suite 2100 (Premier Workspaces), Seattle, WA 98101 • 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
2020 Financial Planning Llc Seattle WA 04/2010 Present
Robustwealth Inc. Lambertville NJ 07/2016 Present
Previous Registrations
  • 2018-01-08 → 2020-05-14
    Robustwealth, Inc.
    Lambertville, NJ
  • 2016-07-15 → 2017-06-20
    Robustwealth, Inc.
    Seattle, WA
    Lambertville, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-21
  • S65 Uniform Investment Adviser Law Examination
    2010-04-21
Designations

View on SEC IAPD

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FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
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