Michael John Hakimi

Current Employers

Employment History

• 12/2013 → 12/2017
  Invesco
  Downers Grove, IL
• 05/2018 → 07/2018
  Sherman Wealth Management, Llc
  Mount Pleasant, SC
• 06/2017 → 11/2018
  College For Financial Planning
  Mount Pleasant, SC
• 08/2018 → 01/2020
  Compass Investment Advisors/Lpl Financial, Llc/Independent Advis
  Summerville, SC
• 01/2020 → Present
  Black Dog Financial Planning Llc
  Mount Pleasant, SC
• 06/2021 → Present
  Origin Financial
  San Francisco, CA

Previous Registrations

• 2018-08-21 → 2020-01-06
  Independent Advisor Alliance, Llc
  Summerville, SC
• 2015-06-12 → 2018-01-04
  Invesco Advisers, Inc.
  Downers Grove, IL
  Atlanta, GA

Other Businesses

Black Dog Financial Planning LLC; Investment-Related; Mount Pleasant, South Carolina; Investment Adviser; Investment Adviser Representative; January 2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-11
• S63 Uniform Securities Agent State Law Examination
  2014-02-19

Designations

Other Names

• Michael Hakimi