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Sherry Ann Irwin

The Table Financial Planning LLC

Fountain Hills, AZ

Fountain Hills, AZ

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Current Employers
The Table Financial Planning Llc

Fountain Hills, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-17
CO RA APPROVED 2026-06-29
CA RA APPROVED 2026-02-25
FL RA APPROVED 2026-02-25
IA RA APPROVED 2024-03-13
VA RA APPROVED 2023-06-29
AZ RA APPROVED 2023-02-02
TX RA APPROVED 2023-01-19
  • UT RA
    APPROVED
    Since 2026-08-17
  • CO RA
    APPROVED
    Since 2026-06-29
  • CA RA
    APPROVED
    Since 2026-02-25
  • FL RA
    APPROVED
    Since 2026-02-25
  • IA RA
    APPROVED
    Since 2024-03-13
  • VA RA
    APPROVED
    Since 2023-06-29
  • AZ RA
    APPROVED
    Since 2023-02-02
  • TX RA
    APPROVED
    Since 2023-01-19

Branch Locations

Fountain Hills, AZ • United States

Fountain Hills, AZ • 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
The Table Financial Planning Fountain Hills AZ 03/2022 Present
Microsoft Redmond WA 05/2017 02/2022
Mckesson Phoenix AZ 11/2016 04/2017
Ineight Scottsdale AZ 10/2015 09/2016
  • 03/2022 → Present
    The Table Financial Planning
    Fountain Hills, AZ
  • 05/2017 → 02/2022
    Microsoft
    Redmond, WA
  • 11/2016 → 04/2017
    Mckesson
    Phoenix, AZ
  • 10/2015 → 09/2016
    Ineight
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-11

View on SEC IAPD

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