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Current Employers
F5 Financial Planning, L.L.C.

Naperville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-06-08
GA RA APPROVED 2018-11-15
  • FL RA
    APPROVED
    Since 2020-06-08
  • GA RA
    APPROVED
    Since 2018-11-15

Branch Locations

Naperville, IL • United States

152 Pescador Place, North Venice, FL 34275 • 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
Edward Jones St. Louis MO 04/2013 10/2018
F5 Financial Planning, Llc Naperville IL 10/2018 Present
Previous Registrations
  • 2013-08-19 → 2018-10-30
    Mcdonough, GA
    St Louis, MO
    Mcdonough, GA
    Mcdonough, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-21
  • S66 Uniform Combined State Law Examination
    2013-06-21
Designations

View on SEC IAPD

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