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Sally Ann Kennedy

Real Financial Planning, LLC

Guilford, CT

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Current Employers
Real Financial Planning, Llc

705 Boston Post Road, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2013-07-02
  • CT RA
    APPROVED
    Since 2013-07-02

Branch Locations

705 Boston Post Road, Guilford, CT 06437 • 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
Other Businesses

Tax preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-18
  • S65 Uniform Investment Adviser Law Examination
    2013-06-18
Designations
Other Names
  • Sally Ann Agnew
  • Sally Ann Massey

View on SEC IAPD

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