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Andrew Justin Mardock

Vivifi Planning

Bend, OR

CRD 5819336

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Employer firm

Vivifi Planning CRD 299713

$10.5M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Vivifi Planning

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-09-04
  • OR RA
    APPROVED
    Since 2024-09-04

Branch Locations

Bend, OR • 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
Shine Investment Advisory Services, Inc. Lone Tree CO 08/2013 12/2017
Merit Wealth Management, Llc Bend OR 01/2018 12/2018
Vivifi Planning Bend OR 11/2018 Present
  • 08/2013 → 12/2017
    Shine Investment Advisory Services, Inc.
    Lone Tree, CO
  • 01/2018 → 12/2018
    Merit Wealth Management, Llc
    Bend, OR
  • 11/2018 → Present
    Vivifi Planning
    Bend, OR
Previous Registrations
  • 2018-03-02 → 2018-12-31
    Merit Wealth Management, Llc
    Franklin, TN
  • 2013-09-23 → 2017-12-01
    Shine Wealth Partners
    Lone Tree, CO
Designations
  • Certified Financial Planner
Other Names
  • Andy Justin Mardock

View on SEC IAPD

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