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Michael Anthony Goodrich

Goodrich Financial Advisory LLC

Santa Fe, TX

CRD 7651593

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Employer firm

Goodrich Financial Advisory LLC CRD 323934

$1.08M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • BUSINESS FINANCIAL PLANNING AND ANALYSIS (FP&A)

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

Current Employers
Goodrich Financial Advisory Llc

Santa Fe, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-03
  • TX RA
    APPROVED
    Since 2022-11-03

Branch Locations

Santa Fe, TX • 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
United States Air Force Charleston Afb SC 06/2007 06/2022
Goodrich Financial Advisory Llc Santa Fe TX 09/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-10
  • S65 Uniform Investment Adviser Law Examination
    2022-09-10

View on SEC IAPD

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