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David Lee Hall

Stride Financial Planning

Madera, CA

CRD 7584554

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Employer firm

Stride Financial Planning CRD 322401

25 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Stride Financial Planning

Madera, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-16
WA RA APPROVED 2022-09-07
  • CA RA
    APPROVED
    Since 2023-05-16
  • WA RA
    APPROVED
    Since 2022-09-07

Branch Locations

Madera, CA • 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
Stride Financial Planning Bellingham WA 05/2022 Present
Money Vehicle Bellevue WA 03/2022 07/2022
Csu Fresno Fresno CA 01/2017 12/2021
Washington State University Pullman WA 07/2014 12/2016
  • 05/2022 → Present
    Stride Financial Planning
    Bellingham, WA
  • 03/2022 → 07/2022
    Money Vehicle
    Bellevue, WA
  • 01/2017 → 12/2021
    Csu Fresno
    Fresno, CA
  • 07/2014 → 12/2016
    Washington State University
    Pullman, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-16
  • S65 Uniform Investment Adviser Law Examination
    2022-04-16

View on SEC IAPD

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